Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327
July 8, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, insurance, IRMAA, and MYGAs. (5:30) A listener from Florida looks for clarification on the rules regarding Social Security and having a disabled child. (28:30) The same listener from above asks for advice on cashing in an insurance policy or not. (1:07:30) A Californian listener asks if IRMAA brackets can go down...
Listen NowSocial Security, IRA Contributions, Spousal Benefits, and MYGAs: Q&A #2253
December 31, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA contributions, spousal benefits, and multi-year guaranteed annuities (MYGAs). (Into) Chris follows up on a question from last week to clarify application of the Social Security earnings test for survivor benefits when the survivor full retirement age is different than the retirement full retirement age....
Listen NowSpousal Benefits, Investing, Roth Conversions, Trusts, and MYGAs: Q&A #2247
November 19, 2022
Jim and Chris sit down to discuss listeners questions relating to spousal benefits, investing, Roth conversions, trusts, and MYGAs. (7:45) Georgette from New York looks for clarification on the possible reduction of spousal Social Security benefits. (15:30) A Californian listener wonders if it makes sense to sell some of his bond funds that are currently down or if it’s better to hold them...
Listen NowSocial Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134
August 21, 2021
Jim and Chris sit down to discuss listener questions about Social Security survivor and spousal benefits, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, QLACs, and RMDs. (6:00) Cousin George from Delaware asks a question about claiming Social Security survivors benefits. (16:30) A Floridian wants to know if claiming Social Security spousal benefits will affect their own benefits later...
Listen NowSocial Security, Gifting, and MYGA Annuities: Q&A #2127
July 3, 2021
Jim and Chris sit down to discuss various listeners questions relating to Social Security, gifting to children, and MYGA annuities. (9:00) A South Carolinian listener looks for advice on her and her husband delaying till age 70 to claim Social Security benefits. (14:00) Georgette from Delaware asks for help with determining the best ages for her and her husband to begin claiming Social Security...
Listen Now
