COLA, WEP, and Annuities: Q&A #2437

September 14, 2024

COLA, WEP, and Annuities: Q&A #2437

Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities…

(9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account.

(17:30) Georgette asks if the Social Security spousal benefit is also subject to WEP.

(31:45) Another week, another AI joke to share.

(34:00) The guys discuss a listener’s perspective on their conversation last week about “winning” or “losing” with annuities.

(47:00) George writes in for some advice in helping his mother-in-law decide the best options for passing on the money in her Delayed Variable Income Annuity to her grandkids.

 

Podcast: Play in new window | Download (Duration: 1:33:04 — 42.6MB)

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