Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
2d ago
Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. (14:45) George from Texas provides a helpful PSA letting listeners know when to expect Medicare to reach out with info on upcoming cost and eligibility. (19:30) Georgette from Texas gives a insightful PSA on her custodian reaching out to make her ..read more
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Taking The 2024 Ed Slott Quiz Continued: EDU #2409
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
4d ago
Jim and Chris sit down to continue their discussion on the annual quiz given out by the Ed Slott program for 2024. The post Taking The 2024 Ed Slott Quiz Continued: EDU #2409 appeared first on The Retirement and IRA Show ..read more
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Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
1w ago
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity on a survivor/spousal Social Security question. (36:45) A New Jersey listener provides a AAA website/tool that can be used to calculate transportation-specific minimum dignity floor (MDF) costs. (54:00) A listener in Mi ..read more
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Taking The 2024 Ed Slott Quiz: EDU #2408
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
1w ago
Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. The post Taking The 2024 Ed Slott Quiz: EDU #2408 appeared first on The Retirement and IRA Show ..read more
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Social Security, IRMAA, GPO, and Annuities: Q&A #2407
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
2w ago
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A listener in Missouri looks for clarification on the effects of GPO on a potential future Social Security survivorship benefit. (39:30) A listener asks about a deferred annuity and the advantages/disadvantages. (1:02:45) George in Texas shares his pla ..read more
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Secure Act 2.0 and Section 204 Continued: EDU #2407
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
2w ago
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. The post Secure Act 2.0 and Section 204 Continued: EDU #2407 appeared first on The Retirement and IRA Show ..read more
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Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
3w ago
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44. (39:00) A Californian listener wonders about accounting for minimum dignity floor (MDF) coverage and the associated inflationary adjustments. (1:14:00) A listener from California asks if his 403(b) will be considered ..read more
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Different Approaches To Retirement Planning Continued: EDU #2406
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
3w ago
Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. The post Different Approaches To Retirement Planning Continued: EDU #2406 appeared first on The Retirement and IRA Show ..read more
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Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
1M ago
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement. (16:15) A listener asks about building CD ladders and how to re-invest the funds as they mature throughout the ladder. (36:45) A Colorado listener wonders how to look into SPIAs and determine if they’re being issued by a private equit ..read more
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Different Approaches To Retirement Planning: EDU #2405
The Retirement and IRA Show
by Jim Saulnier, CFP® & Chris Stein, CFP®
1M ago
Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. The post Different Approaches To Retirement Planning: EDU #2405 appeared first on The Retirement and IRA Show ..read more
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