
Sign up to save your podcasts
Or


Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans.
(5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits.
(14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming his own benefit till age 70.
(21:00) Georgette wonders about the timing for purchasing an annuity to help fund some of her minimum dignity floor in retirement.
(29:00) A Colorado listener looks for Jim and Chris’s thoughts on how long to defer the income benefit an annuity while aging with a family history of dementia.
(53:00) George from Pennsylvania wonders why it might be beneficial to use traditional IRA monies to fund long-term care (LTC) expenses.
(56:30) A listener follows up on a topic from a previous show regarding Roth IRA contributions and 529 plans.
The post Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330 appeared first on The Retirement and IRA Show.
By Jim Saulnier, CFP® & Chris Stein, CFP®4.3
696696 ratings
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans.
(5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits.
(14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming his own benefit till age 70.
(21:00) Georgette wonders about the timing for purchasing an annuity to help fund some of her minimum dignity floor in retirement.
(29:00) A Colorado listener looks for Jim and Chris’s thoughts on how long to defer the income benefit an annuity while aging with a family history of dementia.
(53:00) George from Pennsylvania wonders why it might be beneficial to use traditional IRA monies to fund long-term care (LTC) expenses.
(56:30) A listener follows up on a topic from a previous show regarding Roth IRA contributions and 529 plans.
The post Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330 appeared first on The Retirement and IRA Show.

455 Listeners

801 Listeners

1,322 Listeners

519 Listeners

534 Listeners

666 Listeners

196 Listeners

577 Listeners

804 Listeners

191 Listeners

559 Listeners

857 Listeners

172 Listeners

144 Listeners

103 Listeners