Retirement Planning Dialogue: EDU #2502
January 8, 2025

In this EDU dialogue show, Jim and Chris are joined by Jake to explore listener questions about Social Security, income annuities, strategies for deploying dollars in retirement, and other Retirement Planning related topics. Mentioned JP Morgan Article https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y25E02.mp3 Podcast: Play...
Listen NowSocial Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
September 16, 2023

Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules. (27:30) George from Virginia asks if you have to file the form SSA-44 twice for each year in the two year...
Listen NowSocial Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
June 10, 2023

Jim and Chris sit down to discuss listeners questions regarding Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs. (18:30) A listener from Texas asks a question about the family maximum Social Security benefit. (32:00) George from Ohio mentions that brokered CDs can be a great short-term principally protected alternative to Multi-Year Guaranteed Annuities (MYGAs)....
Listen NowChoices in Generated Secure Income: EDU #2012
March 25, 2020

As Jim and Chris practice “social distancing” during this time of the coronavirus, they discuss a topic mentioned in a listener’s email: choices in generated secure income, particularly as it refers to income annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E12.mp3 Podcast: Play in new window | Download...
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