Social Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302
January 14, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, 401(a)’s, RMDs, taxes and 401(k) loans. (10:30) A listener from New Jersey asks a couple of general questions to try and understand some additional facts about Social Security. (25:30) A listener from Colorado looks for help with calculating an accurate projection for their age 70 Social Security benefit given...
Listen NowSocial Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242
October 15, 2022
Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...
Listen NowSocial Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240
October 1, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, COLAs, PIAs, annuities, and fun spending. (7:30) A listener asks about the restricted application strategy for Social Security and how it’s monitored/regulated. (16:30) George from Ohio looks for clarification on his spouses Social Security benefit and cost of living adjustment (COLA) for being born in 1961....
Listen NowSocial Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233
August 13, 2022
Jim and Chris sit down to discuss questions relating to Social Security cost-of-living adjustments (COLAs), 401(k) contribution rules, and inherited IRAs. (6:30) A Kansas listener asks a quick question about how she can change her address on her Social Security card. (10:00) A listener asks for the specifics on how exactly Social Security COLAs are calculated and implemented into benefits....
Listen NowSocial Security Changes for 2021: EDU #2042
October 21, 2020
Chris compares and contrasts the annual changes to Social Security for 2021 including cost of living adjustments, wage and price inflation, as well as Social Security credits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E42.mp3 Podcast: Play in new window | Download (Duration: 36:09 — 16.8MB) Subscribe:...
Listen Now
