Podcast Episodes
Back to SearchSocial Security, 403b Variable Annuities, Converting Inherited IRAs: Q&A #2627
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited IRAs, and…
3 months, 1 week ago
What to Know About Jointly Owned Annuities: EDU #2626
Chris’s Summary
Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to jointly owned an…
3 months, 2 weeks ago
Social Security, SPIA, SPIA Timing, QLAC: Q&A #2626
Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions, and QLA…
3 months, 2 weeks ago
Annuity Collapse: EDU #2625
Chris’s Summary
Jim and I examine an Annuity Collapse involving PHL Variable Insurance Company, a $99,000 annuity, private equity ownership, state gu…
3 months, 3 weeks ago
Social Security, Annuities, Income, Annuities: Q&A #2625
Jim and Chris discuss listener emails on delayed Social Security credits, annuity provider ratings, DIA versus QLAC income planning, and fixed indexe…
3 months, 3 weeks ago
Forced Annuitization: EDU #2624
Chris’s Summary
Jim and I continue our discussion on Forced Annuitization in a highly appreciated non-qualified variable annuity owned by a 90-year-o…
4 months ago
Social Security, Annuities for LTC Planning: Q&A #2624
Jim and Chris discuss listener emails on Social Security earnings limits, and two emails relating to using annuities for LTC planning.
(13:00) — A li…
4 months ago
Understanding Forced Annuitization: EDU #2623
Chris’s Summary:
Jim and I continue our discussion on annuity basics before turning to a listener’s email centered on forced annuitization, a maturit…
4 months, 1 week ago
Social Security, Rule of 55, QLAC Timing, SPIAs: Q&A #2623
Jim and Chris discuss listener emails on whether Social Security should be compared to an annuity, Rule of 55 distribution rules, using period-certai…
4 months, 1 week ago
Annuity Basics: EDU #2622
Chris’s Summary
Jim and I tackle annuity basics to start off another National Annuity Awareness Month. We cover what annuities are as insurance contr…
4 months, 2 weeks ago