Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
March 13, 2021
Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Security benefits. (30:00) George’s second...
Listen NowThe Operation of Annuities: EDU #2110
March 10, 2021
Jim and Chris sit down to discuss the operation of annuities and the tax consequences related to them when the annuity owner passes away. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E10.mp3 Podcast: Play in new window | Download (Duration: 1:01:08 — 28.0MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
March 6, 2021
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP...
Listen NowAnnuity Features and MDF Coverage: EDU #2109
March 3, 2021
Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E09.mp3 Podcast: Play in new window | Download (Duration: 1:18:34 — 36.0MB) Subscribe:...
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