Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity.

The post Covering MDF With Lifetime Secure Income: EDU #2426 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks […]

The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2.

The post Insurance Companies and Annuities: EDU #2425 appeared first on The Retirement and IRA Show.

Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you […]

The post Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 appeared first on The Retirement and IRA Show.

Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity.

The post Income Benefits Of Non-Annuitized Annuities: EDU #2424 appeared first on The Retirement and IRA Show.

Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA).

The post Rollover Issues and Income Annuities: Q&A #2423 appeared first on The Retirement and IRA Show.

Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning.

The post Kicking Off Annuity Awareness Month: EDU #2423 appeared first on The Retirement and IRA Show.

June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities. (21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement. (49:00) George wonders, if more people think of annuities like pensions, would they be a […]

The post Annuities, Pensions, and Social Security: Q&A #2422 appeared first on The Retirement and IRA Show.