Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
November 9, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs… (12:30) The guys are asked if dual citizenship will affect Social Security benefits. (20:30) George looks for clarity on Social Security’s family maximum rules. (30:00) Chris explains the reduction factor when claiming a spousal Social Security benefit. (35:45) The guys...
Listen NowSocial Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
December 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work. (26:00) A Virginian listener asks about the latest possible dates he can use when filing form SSA-44 to avoid any IRMAA impacts. (36:00) A listener in Arizona...
Listen NowSocial Security, DIAs, QLACs, and Interest Rates: Q&A #2326
July 1, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...
Listen NowSocial Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252
December 28, 2022
Jim and Chris sit down to answers listeners questions regarding Social Security, 403(b)’s, 60-day rollovers, and annuities. (5:00) George from California asks about how Social Security accounts for post-age 62 working credits. (12:15) A listener looks for clarification on a potential “miss for Social Security applying to folks born in 1960-1962. (19:30) George wonders why Jim and...
Listen NowIRAs, HSAs, Social Security, Annuities, IRMAA, and Secure Income: Q&A #2241
October 8, 2022
Jim and Chris sit down to discuss listener questions relating to IRAs, HSAs, Social Security, annuities, IRMAA, and secure income. (19:30) A couple of listeners ask about the advantages and disadvantages to funding an health savings account (HSA) with qualified distributions from an IRA. (27:15) A listener wonders if the responsibility to “elect” or “request” the...
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