Social Security Benefits and Fixed-Indexed Annuities: Q&A #2226
June 25, 2022
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission-free fixed-indexed annuities....
Listen NowSocial Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216
April 16, 2022
Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities. (4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming. (12:30) George from California looks for opinions and advice on fixed index annuities (FIAs). (45:30) A listener...
Listen NowSpousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107
February 13, 2021
Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions. (3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits. (16:00) A listener asks a question with regard to the previous EDU #2106 show on fixed...
Listen NowQ&A: Roth TSP and Fixed Annuities
February 16, 2019
Listen in as Jim and Chris respond to a listener’s email where they ask if they should continue to max out their Roth TSP and whether to convert money from their non-deductable IRA. Another listener looks for clarification on his Fixed Annuities’ commencement dates....
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