Social Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342
October 21, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QCDs, RMDs, and annuities. (6:15) George from Washington looks for advice on when his wife should look to claim Social Security. (17:45) A different George in Washington wonders which IRMAA threshold he should pay attention to when looking for an adjustment upon retiring. (34:30) A listener gives a real...
Listen NowReviewing The Ed Slott Test: EDU #2339
September 27, 2023
Jim and Chris sit down to discuss a test/quiz given to attendees of the Ed Slott training program and provide their thoughts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E39.mp3 Podcast: Play in new window | Download (Duration: 1:03:40 — 29.1MB) Subscribe:...
Listen NowSocial Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...
Listen NowSocial Security, Trusts, IRA Contributions and Deferred Compensation Plans: Q&A #2316
April 22, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, trusts, IRA contributions, and deferred compensation plans. (4:30) A Californian listener asks about his sisters age 70 full Social Security benefit amount given her unique situation. (11:30) This was a continuation on a question addressed last year regarding funding a bypass trust at death. (37:00) A listener...
Listen NowRetirement and IRA Questions From Ed Slott Part 3: EDU #2312
March 22, 2023
Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E12.mp3 Podcast: Play in new window | Download (Duration: 1:11:04 — 32.5MB) Subscribe:...
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