Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
March 1, 2025
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 plans, Fun Vision, and Annuities. (Intro – 12:00) Chris provides a Social Security PSA. (19:00) A listener wonders whether her husbands Social Security benefits have been getting a COLA since his passing or if they’ve been frozen. (26:00) A listener wonders if missed payment history from the...
Listen NowSurvivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
February 8, 2025
Jim and Chris discuss listener questions relating to Survivor Benefits, Social Security Disability Insurance, and Donor Advised Funds. Before diving into listener questions, Jim shares insights from his recent trip to an industry conference, where he investigated financial planning software options that might align with their Secure Retirement Income Process™ and Fun Number™. The guys also...
Listen NowSocial Security, QLACs, and ETFs: Q&A #2505
February 1, 2025
Jim and Chris discuss listener questions relating to Social Security, QLACs, TIPS ETFs, and buffered ETFs. (9:00) A listener who worked in Australia in the late 1980s asks how the U.S.-Australia Totalization Agreement might affect their Social Security benefits. Jim and Chris discuss whether their earnings record can be adjusted and what steps to take. (16:00) The guys respond to a listener with...
Listen NowMedicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
January 25, 2025
Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes. (6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement. (18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility. (23:00)...
Listen NowContributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
January 18, 2025
Jim, Chris, and Jake sit down to discuss listener questions relating to contributions, Social Security, 415 limits, and beneficiaries. PSA: Chris and Jake review several questions from this weeks EDU show relating to 415 limits, new age 60-63 “super” catch-up contributions effective under SECURE 2.0. (10:30) A listener looks for clarification on his wife’s spousal Social...
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