Our Most Recent Show
Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by questions on Social Security benefit calculations and reductions, HSA held annuities, and IRA annuity pro rata rule application.
(14:45) George shares a PSA explaining how to input future earnings on the SSA site to better estimate early retirement benefits.
(25:15) A listener asks whether their benefit is funded by the Social Security trust fund and how to estimate their benefit if the trust fund becomes depleted.
(37:30) The guys respond to a question about a survivor benefit reduction due to a government pension and whether this reflects an error based on the GPO elimination.
(42:00) Jim and Chris weigh-in on the pros and cons of HSA held annuities to generate secure income.
(55:00) A listener wants to know how the pro rata rule applies when holding both an annuity inside an IRA and in a separate Roth IRA.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
Search
Looking for more information on a specific topic? Use the Search feature to find information on this site and Jim Saulnier & Associates, LLC business site.
Send Us a Question
We’ll answer it on the show! Please include a phone # or email address and we’ll let you know when your question will air.
"*" indicates required fields
Listen Live
