Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
July 20, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Georgette hopes the guys can help...
Listen NowSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
August 5, 2023
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit. (14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of...
Listen NowSocial Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242
October 15, 2022
Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...
Listen NowSocial Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227
July 2, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, lump sum pensions, and deferred annuities. (4:15) George from Indiana looks for advice on the exact month he should file for his Social Security benefits to get the maximum deferred credit amount. (14:30) A Michigan listener asks for recommendations on a good, online Social Security benefits calculator. (24:30) A...
Listen NowSocial Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219
May 7, 2022
Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit. (25:00) Georgette from Wisconsin gives some...
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