Social Security, DIAs, QLACs, and Interest Rates: Q&A #2326
July 1, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...
Listen NowSocial Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325
June 24, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, spousal/survivor benefits, SPIAs, and IRA basis. (4:00) A listener from Delaware looks for clarification on the timing of claiming Social Security and when his wife is eligible to claim a spousal benefit. (15:25) A local Colorado listener wonders how she can begin claiming a survivorship Social Security benefit...
Listen NowSocial Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
June 17, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions. (9:00) George from Kansas asks a question from a client regarding Social Security and the claiming of benefits. (19:00) George from Tennessee asks if we can explain how delayed Social Security credits after full retirement age are calculated. (25:00) A listener from...
Listen NowSocial Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
June 10, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs. (18:30) A listener from Texas asks a question about the family maximum Social Security benefit. (32:00) George from Ohio mentions that brokered CDs can be a great short-term principally protected alternative to Multi-Year Guaranteed Annuities (MYGAs)....
Listen NowSocial Security, RMDs, and Inherited Annuities: Q&A #2322
June 3, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities. (10:00) George from California asks a question about Social Security claiming options to supplement their other secure income sources. (40:30) A listener wants clarity from the May 17th, 2023 EDU show about RMDs on their SEP IRA rollover. (49:00) A...
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