The Retirement and IRA Show

Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436


Listen Later

Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs…

(4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0.

(16:15) Chris answers another SS Disability Benefits question for a wife who wants to know if her disabled daughter will still receive benefits from her husband’s SS if he passes away.

(23:30) As only Jim and Chris can, the guys turn a listener’s IA generated jokes into a discussion on minimum dignity floor and annuities.

(53:15) A listener asks the guys for their opinion on considering home equity, in the form of a potential reverse mortgage, as a buffer asset.

(1:08:00) Georgette raises some questions about the differences in an Inherited IRA and a Traditional IRA if she were to pass and her adult children were to inherit both.

 

 

The post Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436 appeared first on The Retirement and IRA Show.

...more
View all episodesView all episodes
Download on the App Store

The Retirement and IRA ShowBy Jim Saulnier, CFP® & Chris Stein, CFP®

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

675 ratings


More shows like The Retirement and IRA Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

433 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

770 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,277 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

487 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

497 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

558 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

184 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

547 Listeners

Sound Investing by Paul Merriman

Sound Investing

331 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

776 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

148 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

33 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

705 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

162 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners