Elements of Retirement and Indexed Universal Life Insurance (IUL): EDU #2239
September 28, 2022
Jim and Chris sit down to discuss/comment on a California listener’s email surrounding a couple elements of his retirement plan and Indexed Universal Life Insurance (IUL) policies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E39.mp3 Podcast: Play in new window | Download (Duration: 1:27:17 — 40.0MB) Subscribe:...
Listen NowSocial Security, Annuities, and Life Insurance: Q&A #2239
September 24, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, and life insurance. (27:30) A Massachusetts listener looks for clarification on his retroactive Social Security benefit. (31:45) George from Kentucky wonders if he can claim a Social Security survivor benefit while delaying his own benefit to age 70. (38:45) George from Texas looks for thoughts on the...
Listen NowSocial Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215
April 9, 2022
Jim and Chris sit down to answer listeners questions relating to Social Security, Medicare, life insurance, and retirement planning. (6:45) A listener from Connecticut asks if his mother can reclaim monies she previously contributed to Social Security if she’s not going to receive a benefit. (12:45) A listener in New York has a question about the timing of receiving Social Security...
Listen NowSocial Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132
August 7, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gift tax, and investing life insurance proceeds for children. (3:45) Chris addresses a thought from a listener wondering about a response to one of last weeks Social Security questions. (12:15) A Maryland listener looks for clarification on a Social Security question that was answered on a previous show. (21:15)...
Listen NowIndexed Universal Life Policies: What if You Already Have One? EDU #2016
April 22, 2020
Jim and Chris discuss a follow-up to a previous EDU episode in which they talked about indexed universal life policies as a retirement strategy. After discussing the pros, cons, and potential gotchas of IULs in that former episode, a question was posed: what if I already have one?...
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