Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning.

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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 […]

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Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending.

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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0. (16:15) Chris answers another […]

The post Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436 appeared first on The Retirement and IRA Show.

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting.

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Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim […]

The post Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435 appeared first on The Retirement and IRA Show.

With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process.

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Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d recommend based on their situation. (18:00) George asks […]

The post Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434 appeared first on The Retirement and IRA Show.