Reviewing The Ed Slott Test Continued: EDU #2340
October 4, 2023
Jim and Chris sit down to continue their discussion on a test/quiz given to attendees of the Ed Slott training program. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E40.mp3 Podcast: Play in new window | Download (Duration: 1:01:54 — 28.3MB) Subscribe:...
Listen NowSocial Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
September 16, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules. (27:30) George from Virginia asks if you have to file the form SSA-44 twice for each year in the two year...
Listen NowSecure Act 2.0 Updates and Clarification Part 5: EDU #2322
May 31, 2023
Jim and Chris sit down to wrap up their discussion on the Secure Act 2.0 updates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:51 — 32.0MB) Subscribe:...
Listen NowSecure Act 2.0 Updates and Clarification Part 4: EDU #2321
May 24, 2023
Jim and Chris finalize their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E21.mp3 Podcast: Play in new window | Download (Duration: 1:16:33 — 35.0MB) Subscribe:...
Listen NowSecure Act 2.0 Updates and Clarification Part 3: EDU #2320
May 17, 2023
Jim and Chris continue their discussion on the Secure Act 2.0 and provide guidance on the various updates/interpretations currently available. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E20.mp3 Podcast: Play in new window | Download (Duration: 1:08:47 — 31.5MB) Subscribe:...
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