Rollover Issues and Income Annuities: Q&A #2423
June 8, 2024
Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y24E23.mp3 Podcast: Play in new window | Download (49.9MB) Subscribe:...
Listen NowSocial Security, Rollovers, Annuities, and Trusts: Q&A #2412
March 23, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age....
Listen NowSocial Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250
December 10, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, 60-day rollovers, HSAs, and bond ladders. (12:45) George from Kentucky wonders if a spousal Social Security benefit will benefit from a cost of living adjustment (COLA). (20:00) George in Oregon asks a couple of questions regarding the 60-day IRA rollover strategy that was mentioned on a previous show. (32:45) A...
Listen NowPTE 2020-02 Discussion: EDU #2228
July 13, 2022
Jim and Chris sit down to discuss the new Department of Labor rule titled, PTE 2020-02, regarding the rollover of retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E28.mp3 Podcast: Play in new window | Download (Duration: 1:22:13 — 37.6MB) Subscribe:...
Listen NowSocial Security, Rollovers, Taxes, and FERS: Q&A #2221
May 21, 2022
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security...
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