Social Security WEP and GPO Special: Q&A #2443
October 26, 2024
With Jim attending an Ed Slott conference, Chris takes some time to answer a WEP and GPO question before offering listeners general information on Social Security changes for 2025 and a detailed walkthrough of the WEP and GPO provisions of Social Security. (6:30) George asks for more information on whether Social Security offsets are adjusted due to taking a pension early vs later....
Listen NowCOLA, WEP, and Annuities: Q&A #2437
September 14, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the Social Security spousal benefit is also...
Listen NowSS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
August 10, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a nickname that was not their legal name. (13:00) George wonders...
Listen NowCOLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
July 6, 2024
Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to WEP to answer part 2 of George’s email. (27:15) To...
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 Now
