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PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
Manage episode 491300504 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Jim and Chris shares listener PSAs on IRMAA and Delayed Retirement Credits, and answer questions on Social Security Spousal Benefits, annuity use cases, and fixed indexed annuity payout concerns.
(13:00) A listener shares a PSA about a positive Medicare and IRMAA reduction experience at a Central Florida SSA office.
(19:00) Georgette follows up with a PSA confirming her husband received all delayed retirement credits despite a February 1 birthday.
(26:45) George asks whether his wife will be automatically moved to a spousal Social Security benefit when he files, or if she needs to apply separately.
(37:45) Jim and Chris provide clarification on what problems different types of annuities are designed to solve and when each might be used.
(1:03:45) The guys address a listener’s concerns about a specific fixed indexed annuity, asking whether a MYGA or money market alternative would offer better long-term value.
The post PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526 appeared first on The Retirement and IRA Show.
422 episodes
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Manage episode 491300504 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Jim and Chris shares listener PSAs on IRMAA and Delayed Retirement Credits, and answer questions on Social Security Spousal Benefits, annuity use cases, and fixed indexed annuity payout concerns.
(13:00) A listener shares a PSA about a positive Medicare and IRMAA reduction experience at a Central Florida SSA office.
(19:00) Georgette follows up with a PSA confirming her husband received all delayed retirement credits despite a February 1 birthday.
(26:45) George asks whether his wife will be automatically moved to a spousal Social Security benefit when he files, or if she needs to apply separately.
(37:45) Jim and Chris provide clarification on what problems different types of annuities are designed to solve and when each might be used.
(1:03:45) The guys address a listener’s concerns about a specific fixed indexed annuity, asking whether a MYGA or money market alternative would offer better long-term value.
The post PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526 appeared first on The Retirement and IRA Show.
422 episodes
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Similar to The Retirement and IRA Show
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
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…
continue reading
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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