Annuities, Pensions, and Social Security: Q&A #2422
June 1, 2024
June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement. (57:45)...
Listen NowMedicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
March 2, 2024
Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. (14:45) George from Texas provides a helpful...
Listen NowSocial Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
June 17, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions. (9:00) George from Kansas asks a question from a client regarding Social Security and the claiming of benefits. (19:00) George from Tennessee asks if we can explain how delayed Social Security credits after full retirement age are calculated. (25:00) A listener from...
Listen NowSocial Security, Pensions, 457(b)’s, and Backdoor Roth Contributions: Q&A #2304
January 28, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, pensions, 457b’s, and backdoor Roth contributions. (11:00) A Texan listener asks if his wives spousal Social Security benefit will be based off half of his original PIA or his PIA adjusted for cost-of-living. (16:30) A listener in Ohio looks for clarification on the effect that WEP and GPO will have on her...
Listen NowPensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232
August 6, 2022
Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income. (3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs. (9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work...
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