Jim and Chris discuss a listener PSA on WEP treatment for foreign pensions, followed by questions on Social Security strategies, benefit calculators, account consolidation, and MYGA selection.
(13:00) Georgette shares a PSA on how a lump-sum superannuation payout impacted WEP treatment under the POMs rule and led to a successful Social Security appeal.
(21:45) George outlines his family’s situation and asks if claiming Social Security now is the best strategy to activate child-in-care and DAC benefits.
(36:15) A listener asks which online calculator Chris previously recommended to determine the taxable portion of Social Security benefits.
(38:45) The guys address a question about whether the SSA benefit estimates shown at FRA and age 70 include COLA adjustments.
(43:30) Jim and Chris respond to a question about how different retirement plan components might be treated when considering account consolidation.
(56:00) A listener asks what criteria to use in MYGA selection, including how to evaluate insurers and what the minimum AM Best rating should be.

The post Social Security, Account Consolidation, and MYGA Selection: Q&A #2537 appeared first on The Retirement and IRA Show.