Social Security, The Fun Number, and Secure Income: Q&A #2306
February 11, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, the fun number, and secure income. (11:00) A listener asks if any Social Security earnings and taxes paid at age 62 onward will impact their future Social Security benefit calculation. (20:00) A Wisconsin listener looks for clarification on her estimated Social Security PIA and if it includes the 8.70%...
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...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 4: EDU #2234
August 24, 2022
Jim and Chris sit down to continue their discussion on the concept of the Minimum Dignity Floor (MDF). This weeks discussion is focused on the taxes relating to the MDF as well as the accuracy of secure income projections that make up the MDF. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E34.mp3 Podcast: Play in new window |...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 3: EDU #2233
August 17, 2022
Jim and Chris continue their discussion on their concept of the Minimum Dignity Floor (MDF), specifically how secure income can be used to cover shortages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E33.mp3 Podcast: Play in new window | Download (Duration: 1:17:46 — 35.6MB) Subscribe:...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 2: EDU #2232
August 10, 2022
Jim and Chris sit down to continue their discussion from last weeks EDU show on the Minimum Dignity Floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E32.mp3 Podcast: Play in new window | Download (Duration: 1:18:50 — 36.1MB) Subscribe:...
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