Social Security, Basis In 401(k)’s/IRAs, and Minimum Dignity Floor (MDF): Q&A #2308
February 25, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, basis in 401(k)’s/IRAs, and the Minimum Dignity Floor (MDF). (6:15) A listener from Virginia asks for clarification on the timing of filing their Social Security paperwork to receive a spousal benefit. (18:30) A listener from Minnesota wonders if the IRA keeps track of after-tax basis in 401(k) and IRA style...
Listen NowAltering The Fun Number In A Small Portfolio: EDU #2308
February 22, 2023
Jim and Chris sit down to discuss the approach to the fun number concept and how it can be altered/used in a much smaller portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E08.mp3 Podcast: Play in new window | Download (Duration: 1:19:04 — 36.2MB) Subscribe:...
Listen NowSocial Security, WEP, The Fun Number, and Positioning: Q&A #2307
February 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, the fun number, and positioning. (6:30) An Indiana listener looks for clarification on a Social Security survivor benefit and the affects of WEP. (12:30) George from Maryland asks for clarity on his Social Security benefit. (23:00) A listener wonders how to adjust her fun number in the middle of a down stock...
Listen NowNo Podcast This Week Due To COVID: EDU #2307
February 15, 2023
Unfortunately, there is no podcast this week. One of the hosts has come down with COVID and is not able to record. Jim and Chris will be back next week!
Listen NowSocial Security, The Fun Number, and Secure Income: Q&A #2306
February 11, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, the fun number, and secure income. (11:00) A listener asks if any Social Security earnings and taxes paid at age 62 onward will impact their future Social Security benefit calculation. (20:00) A Wisconsin listener looks for clarification on her estimated Social Security PIA and if it includes the 8.70%...
Listen Now
