Social 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 NowTarget Outcome TIPS ETFs: EDU #2402
January 10, 2024
Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E02.mp3 Podcast: Play in new window | Download (Duration: 1:02:21 — 28.5MB) Subscribe:...
Listen NowQuarterly Dialogue: Inflation: EDU #2350
December 13, 2023
Jim and Chris continue their quarterly dialogue series discussing a couple listener questions on how they address inflation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E50.mp3 Podcast: Play in new window | Download (Duration: 1:19:30 — 36.4MB) Subscribe:...
Listen NowSocial Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219
May 7, 2022
Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit. (25:00) Georgette from Wisconsin gives some...
Listen NowSocial Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138
September 18, 2021
WE HAD TO REUPLOAD THIS EPISODE. IF YOU’RE HAVING AUDIO ISSUES, PLEASE RE-DOWNLOAD THE EPISODE AND IT SHOULD BE FIXED! Thanks 🙂 Jim and Chris sit down to discuss questions relating to Social Security survivor benefits, inherited IRAs, TIPS, and annuities. (4:30) A Wisconsin listener looks for clarification on whether someone who is already claiming Social Security benefits can postpone...
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