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COLA, WEP, and Annuities: Q&A #2437

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Indhold leveret af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities…

(9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account.

(17:30) Georgette asks if the Social Security spousal benefit is also subject to WEP.

(31:45) Another week, another AI joke to share.

(34:00) The guys discuss a listener’s perspective on their conversation last week about “winning” or “losing” with annuities.

(47:00) George writes in for some advice in helping his mother-in-law decide the best options for passing on the money in her Delayed Variable Income Annuity to her grandkids.

The post COLA, WEP, and Annuities: Q&A #2437 appeared first on The Retirement and IRA Show.

  continue reading

341 episoder

Artwork
iconDel
 
Manage episode 439823930 series 2424283
Indhold leveret af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities…

(9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account.

(17:30) Georgette asks if the Social Security spousal benefit is also subject to WEP.

(31:45) Another week, another AI joke to share.

(34:00) The guys discuss a listener’s perspective on their conversation last week about “winning” or “losing” with annuities.

(47:00) George writes in for some advice in helping his mother-in-law decide the best options for passing on the money in her Delayed Variable Income Annuity to her grandkids.

The post COLA, WEP, and Annuities: Q&A #2437 appeared first on The Retirement and IRA Show.

  continue reading

341 episoder

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