Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

May 7, 2022

Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

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...

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Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

September 18, 2021

Social Security, Inherited IRAs, TIPS, and Annuities: Q&A #2138

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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Inflation Adjusted Securities: EDU #2128

July 14, 2021

Inflation Adjusted Securities: EDU #2128

Chris sits down with in-house investment expert, Scott Roark to discuss inflation expectations as well as inflation adjusted securities such as I bonds and TIPS. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E28.mp3 Podcast: Play in new window | Download (Duration: 47:53 — 21.9MB) Subscribe:...

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