Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...
Listen NowCommon Financial Power Of Attorney Mistakes: EDU #2330
July 26, 2023
Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E30.mp3 Podcast: Play in new window | Download (Duration: 1:08:25 — 31.3MB) Subscribe:...
Listen NowSocial Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329
July 22, 2023
Jim and Chris discuss listeners questions relating to Social Security, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind a client of his claiming a Social Security survivor benefit as well as her own benefit. (22:15) Jim and Chris talk about possible changes to pensions brought to light by a listener, when pension...
Listen NowLife Insurance Versus Roth IRAs: EDU #2329
July 19, 2023
Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E29.mp3 Podcast: Play in new window | Download (Duration: 1:05:09 — 29.8MB) Subscribe:...
Listen NowSocial Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328
July 15, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions. (20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the...
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