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.

The post Our Retirement Planning Process Questions Answered: EDU #2435 appeared first on The Retirement and IRA Show.

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.

Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs.

The post Our Retirement Planning Process and Philosophy Part 10: EDU #2434 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son. (11:00) Georgette recalls Chris speaking about delayed […]

The post Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433 appeared first on The Retirement and IRA Show.

Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve.

The post Our Retirement Planning Process and Philosophy Part 9: EDU #2433 appeared first on The Retirement and IRA Show.

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 […]

The post SS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432 appeared first on The Retirement and IRA Show.

Jim and Chris continue their discussion of “seesaw assets” and balancing fun spending during the “go-go” years while keeping some reserves for aging expenses later in life.

The post Our Retirement Planning Process and Philosophy Part 8: EDU #2432 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings […]

The post Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431 appeared first on The Retirement and IRA Show.