Social Security, WEP, and Trusts: Q&A #2315
April 15, 2023
Jim and Chris sit down to answer listener questions regarding Social Security, WEP, and irrevocable life insurance trusts (ILITs). (9:00) George from Nebraska looks for clarification on how Government Pension Offsets (GPO) and Windfall Elimination Provision (WEP) affect his Social Security benefit. (30:15) Georgette asks if she’d be able to claim a Social Security survivor benefit off her...
Listen NowBuffered Products In A Retirement Portfolio Part 2: EDU #2315
April 12, 2023
Jim and Chris continue their discussion on buffered products and considering them as part of a retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E15.mp3 Podcast: Play in new window | Download (Duration: 1:16:52 — 35.2MB) Subscribe:...
Listen NowSocial Security, Life Insurance, and Taxes: Q&A #2314
April 8, 2023
Jim and Chris sit down to discuss listeners questions regarding spousal Social Security benefits, life insurance, and taxes. (9:45) A listener looks for clarification on his wives spousal Social Security benefit. (20:30) A listener wonders about the maximum family benefit and it’s impact on their Social Security situation. (38:15) A listener in Pennsylvania looks for an opinion on gifting...
Listen NowBuffered Products In A Retirement Portfolio Part 1: EDU #2314
April 5, 2023
Jim and Chris discuss a listeners question on how brokered buffered products compare to insurance buffered products and how could he decide if he should consider them as part of his retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E14.mp3 Podcast: Play in new window | Download (Duration: 1:32:50 — 42.5MB)...
Listen NowSocial Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313
April 1, 2023
Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF. (5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation. (16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were...
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