Inflationary Effects on Social Security: EDU #2309
March 1, 2023

Chris sits down to discuss the effects that the recent spike in inflation had on Social Security benefits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E09.mp3 Podcast: Play in new window | Download (Duration: 52:26 — 24.0MB) Subscribe:...
Listen NowSocial Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245
November 5, 2022

Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...
Listen NowCalculating Social Security PIA and Inflationary Adjustments: EDU #2241
October 12, 2022

Chris sits down to do a solo show discussing the nuances of calculating the Social Security primary insurance amount (PIA) and how this calculation can be affected by inflationary adjustments. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E41.mp3 Podcast: Play in new window | Download (Duration: 50:23 — 24.0MB) Subscribe:...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 6: EDU #2236
September 7, 2022

Jim and Chris sit down to wrap up their discussion on the Minimum Dignity Floor (MDF) series and answer a few listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E36.mp3 Podcast: Play in new window | Download (Duration: 1:22:06 — 37.6MB) Subscribe:...
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....
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