Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 15 June 2024

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you […]

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.
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0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.3	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification 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
0:26.7	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor.
0:38.8	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:44.2	Join us as certified financial planner Jim Sondier, as well as Colorado State University
0:49.2	Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401ks, annuities, social
0:56.8	security, pension plans, and estate planning in a fun and enjoyable show. Whether you are listening
1:02.6	live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know
1:08.6	that they're available to help you plan for your retirement.
1:11.7	Just visit their website at Jimhelps.com.
1:14.9	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage.
1:21.2	Now here's Jim and Chris with today's show.
1:27.3	Hello and welcome to the Retirement and IRA show Q&A edition.
1:32.1	Even though this Q&A edition is happening during annuity awareness month, the month of June.
1:38.2	Here we're living in 2024 as we're recording this.
1:43.1	I don't think this is going to be an annuity heavy show.
1:45.8	So a little palette cleanser, if you will.
	...

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