Social Security, IRMAA, Basis In IRAs, and SPIAs: Q&A #2343
October 28, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, basis in IRAs, and SPIAs. (26:15) A listener looks for general clarification on their own Social Security benefit, potential survivor benefit and the effects of WEP. (34:15) George from Minnesota asks about the timing of IRMAA and when they might be expected to pay the additional premium. (43:45) Jim...
Listen NowDiscussing An Article On Traditional Retirement Models Continued: EDU #2343
October 25, 2023
Jim and Chris continue their discussion on an article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E43.mp3 Podcast: Play in new window | Download (Duration: 1:10:34 — 32.3MB) Subscribe:...
Listen NowSocial Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342
October 21, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QCDs, RMDs, and annuities. (6:15) George from Washington looks for advice on when his wife should look to claim Social Security. (17:45) A different George in Washington wonders which IRMAA threshold he should pay attention to when looking for an adjustment upon retiring. (34:30) A listener gives a real...
Listen NowDiscussing An Article On Traditional Retirement Models: EDU #2342
October 18, 2023
Jim and Chris discuss a recent article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E42.mp3 Podcast: Play in new window | Download (Duration: 1:11:32 — 32.7MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341
October 14, 2023
Jim and Chris discuss listener questions relating to Social Security, IRMAA, Roth conversions, SPIAs, and QCDs. (8:45) George from Virginia provides some additional clarification on a Social Security question discussed on the last EDU show #2341. (21:30) A listener from New Jersey wonders if the proceeds from a home sale will push him into IRMAA and if there is a toll he can use for looking into...
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