SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
August 10, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a nickname that was not their legal name. (13:00) George wonders...
Listen NowDelayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
July 20, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Georgette hopes the guys can help...
Listen NowSocial Security, Roth Withdrawals, and IRAs: Q&A #2426
June 29, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:30) Jim and Chris answer a Roth withdrawal...
Listen NowA Social Security Special: EDU #2341
October 11, 2023
Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from automatically kicking on is an option. (9:15) Georgette wonders if her future COLAs and deferred retirement credits will be calculated based on the benefit she was receiving prior to suspending her...
Listen NowSocial Security, DIAs, QLACs, and Interest Rates: Q&A #2326
July 1, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...
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