Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
June 15, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you delay claiming. (29:30)...
Listen NowAnnuities, Pensions, and Social Security: Q&A #2422
June 1, 2024
June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement. (57:45)...
Listen NowSocial Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
May 25, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning. (8:30) A listener looks for clarification on when WEP will be applied to his Social Security benefit. (25:30) A listener looks for thoughts on his Social Security claiming strategy. (35:30) The same listener as above asks about Lifecycle funds and potentially using...
Listen NowSocial Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
May 11, 2024
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (19:45) George tries to get clarity on the 5-year...
Listen NowSocial Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
April 27, 2024
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible Social Security...
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