Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 20 July 2024

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice. All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy. All economic and performance information is historical in nature and is not indicative of any future results. Any indices mentioned on the show are unmanaged and cannot be invested indirectly. Diversityiversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.8	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnier and Associates LLC, a registered investment
0:33.3	advisor.
0:43.3	This is the retirement and IRA show coming to you from beautiful Northern Colorado. Join us as certified financial planner Jim Sondier, as well as Colorado State University Finance
0:49.4	Instructor and Certified Financial Planner Chris Stein, teach you about IRAs, 401k's, annuities,
0:56.3	social security, pension plans, and estate planning in a fun and enjoyable show.
1:01.5	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:06.9	Jim and Chris want you to know that they're available to help you plan for your retirement.
1:11.4	Just visit their website at Jimhelps.com.
1:14.6	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage.
1:20.9	Now here's Jim and Chris with today's show.
1:35.1	Well, hello and welcome to the retirement and IRA show, Q&A edition for this week.
1:43.5	Got a pretty standard show today. Give people a heads up. I think next week's EDU show.
1:46.3	We're going to have another special guest. I'll let Jim chime in on that one to see if he's gotten confirmation. The last
1:49.8	EDU show, of course, we had the estate planning
1:53.8	attorney who joined us, Shelley, who was on there
1:57.7	with us if you've missed that one.
2:07.2	Today's show, Q&A style, we've got at least a couple of Social Security questions that Jim's given me a heads up about.
2:09.6	One of them he sent to me ahead of time because it's got quite a few numbers in it,
2:13.3	and it's a person answering asking an engineering style question.
	...

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