Social Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
April 24, 2021

Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...
Listen NowSocial Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
April 3, 2021

Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...
Listen NowTraditional LTC vs. Hybrid LTC: EDU #2105
February 3, 2021

Jim and Chris sit down with in-house LTC specialist, Greg Darden to discuss the difference between traditional LTC policies and hybrid LTC policies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E05.mp3 Podcast: Play in new window | Download (Duration: 1:23:22 — 38.2MB) Subscribe:...
Listen NowEverything Long Term Care (LTC) Insurance: Q&A #2105
January 30, 2021

Chris sits down with in-house LTC specialist, Greg Darden to discuss listeners’ questions relating to everything long term care. (3:30) George from California asks about the inflation rate behind long term care and general medical care. (14:25) A Californian listener asks for advice regarding the best way to begin researching and looking into the different LTC policies. (26:00) A listener...
Listen NowLong Term Care: Q&A #2104
January 23, 2021

Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden to discuss the details of long term care and aging assistance. (Intro) Jim, Chris, and Greg discuss and address listeners’ comments relating to long term care insurance. (32:45) A Coloradoan asks for clarification on a long term care partnership policy. (44:20) A listener shares her own long term care story...
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