Social Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108
February 20, 2021
Jim and Chris sit down to discuss listeners’ questions relating to Social Security, spousal benefits, and Coronavirus related distribution rules. (8:15) Georgette from Portland, Oregon asks a question relating to Social Security and withholding taxes. (11:35) George looks for clarification on Social Security and restricted spousal benefits. (20:25) A Virginian listener asks a question on...
Listen NowCoronavirus Related Distributions (CRDs) Part 1: EDU #2046
November 18, 2020
Jim and Chris begin to clarify the details on coronavirus related distributions (CRDs) and the tax implications surrounding them in this first part of the CRD focused EDU show. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E46.mp3 Podcast: Play in new window | Download (Duration: 58:49 — 26.9MB) Subscribe:...
Listen NowA Social Security Question and 5 CARES Act Questions: Q&A #2023
June 6, 2020
Jim and Chris answer a Social Security question and 5 CARES Act/COVID related questions. (11:00) A listener would like to know where he can obtain his estimated retirement benefit information from the Social Security Administration if the website is no longer providing him this information. (19:00) A listener from Kentucky has some questions about CARES Act IRA withdrawal and repayment...
Listen NowCoronavirus Market Fears and a Variable Annuity: EDU #2015
April 15, 2020
A listener who purchased a variable annuity with a guaranteed income benefit is worried because his annuity has dropped about $90,000 in value since the stock market corrected over the coronavirus, but still offers a compelling income benefit. He is unsure if he should keep the annuity or transfer it to Vanguard where he manages his own money. Jim and Chris dissect his situation and explain to...
Listen NowConsidering the Coronavirus While Retirement Planning: EDU #2011
March 18, 2020
In today’s EDU, Jim and Chris chat about retirement planning while considering “black swan events” such as the current coronavirus outbreak. Although the coronavirus is a hot topic right now, what can one do when facing other similar unexpected events while trying to plan retirement?...
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