Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245
November 5, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...
Listen NowSocial Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243
October 22, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...
Listen NowSocial Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242
October 15, 2022
Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...
Listen NowCalculating Social Security PIA and Inflationary Adjustments: EDU #2241
October 12, 2022
Chris sits down to do a solo show discussing the nuances of calculating the Social Security primary insurance amount (PIA) and how this calculation can be affected by inflationary adjustments. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E41.mp3 Podcast: Play in new window | Download (Duration: 50:23 — 24.0MB) Subscribe:...
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...
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