Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
February 24, 2024
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity on a...
Listen NowSocial Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
February 10, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44. (39:00) A...
Listen NowDifferent Approaches To Retirement Planning Continued: EDU #2406
February 7, 2024
Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E06.mp3 Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe:...
Listen NowDifferent Approaches To Retirement Planning: EDU #2405
January 31, 2024
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E05.mp3 Podcast: Play in new window | Download (Duration: 1:09:16 — 31.7MB) Subscribe:...
Listen NowSocial Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
January 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social Security office. (27:15) A listener in Minnesota...
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