Podcast Episodes
Back to SearchSocial Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA from Jim and…
5 months, 3 weeks ago
New MYGA Variations: EDU #2553
Chris’s Summary
Jim and I review new MYGA variations and examine how insurers and product developers are marketing hybrid annuity designs using MYGA l…
5 months, 3 weeks ago
Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552
Jim and Chris discuss listener emails on Social Security filing timing and online claiming language, a listener PSA on IRMAA and the online SSA-44, A…
6 months ago
Cash Balance Plans Explained: EDU #2552
Chris’s Summary
Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benefit plans t…
6 months ago
Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
Jim and Chris discuss listener emails on Social Security spousal eligibility and claiming coordination, a listener PSA on Social Security proof of ma…
6 months, 1 week ago
Math Act and Automatic IRA Act
Season 25 Episode 51
Chris’s Summary
Jim and I are joined by Jake Turner as we cover the Math Act and a set of shorter EDU topics Jim has been collecting. We start with an…
6 months, 1 week ago
IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550
Jim and Chris discuss listener emails starting with PSAs about IRMAA and Social Security spousal benefit applications, then questions on IRMAA, QLAC-…
6 months, 2 weeks ago
The Importance of Secure Income for Retirement: EDU #2550
Chris’s Summary
Jim and I discuss secure income as we review a Yahoo Finance article for middle-class retirees. We use it to highlight longevity consi…
6 months, 2 weeks ago
Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
Jim and Chris discuss listener questions on Social Security family maximum and suspending benefits, a listener PSA on IRMAA premiums, a listener PSA …
6 months, 3 weeks ago
The QLAC 1098-Q: EDU #2549
Chris’s Summary
Jim and I review the QLAC 1098-Q and walk through how this form reports premiums, fair market value, and contract status. We compare i…
6 months, 3 weeks ago