Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934
September 7, 2019
This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care...
Listen NowSocial Security Benefits Timing, Filing Retroactively – Q&A #1926
July 6, 2019
With Jim out of the office, Chris catches up on Social Security questions, including three on aspects of Social Security Benefits timing and one from an Alaska listener considering filing retroactively. (3:32) A South Dakotan is having difficulty accessing their Social Security account and wondering how long it will take to get their first benefit check. (8:15) An Alaska listener is considering...
Listen NowSelf-Directed IRA, WEP and SS, Bucketing – QA #1925
June 29, 2019
Welcome to another week of Q&As! This week Jim and Chris respond to a listener from Hawaii wonder what a Self-Directed IRA (or 401k) is and if there are any benefits over a Custodial IRA. Then they review how WEP can impact Social Security Benefit calculations for a Virginia listener, and give advice to a young Financial Planner that is new to the industry and unsure what to do when a client...
Listen NowEdu #1923: Taxation of Social Security Benefits
June 19, 2019
With Jim away at the AICPA conference, Chris and Jo take a look at the conditions that can trigger the taxation of Social Security Benefits. They discuss how the rules have changed over time and what it could mean for you. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E23.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowQA #1922: SS Benefits After Remarrying, Annuities
June 8, 2019
Jim and Chris answer a question from a young widow wondering how remarrying will affect her ability to claim benefits from her deceased husband’s Social Security. They also weigh-in on a listener wondering if an annuity is an appropriate investment for her situation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E22.mp3...
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