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

The Retirement and IRA Show

Контент предоставлен Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

2M ago 1:33:04

MP3•Главная эпизода

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.

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