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The Retirement and IRA Show

Social Security, Annuities, and Inherited Roth IRAs: Q&A #2431

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 3 August 2024

⏱️ 99 minutes

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings […]

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 Solnior and Associates LLC, a registered investment

0:33.3

advisor.

0:43.1

This is the retirement and IRA show coming to you from beautiful Northern Colorado.

0:48.7

Join us as certified financial planner Jim Sondier, as well as Colorado State University Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401k's, annuities,

0:56.1

social security, pension plans, and estate planning in a fun and enjoyable show. Whether you are

1:01.9

listening live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to

1:07.9

know that they're available to help you plan for your retirement.

1:14.0

Just visit their website at Jimhelps.com.

1:17.6

That's Jim, H-E-L-P-S dot com.

1:20.1

And click the Meet the Team button on the homepage.

1:23.0

Now here's Jim and Chris with today's show.

1:30.5

Well, hello and welcome to the Retirement and IRA show Q&A edition for this week.

1:36.2

A few fires are still burning here in northern Colorado.

1:40.7

So if I cough a little bit during the show, I'll try to minimize it.

1:45.8

But that's something we're dealing with currently.

1:52.5

Not one of the more horrific fires we've seen in Colorado unless you were individually impacted.

1:53.3

It doesn't get more horrific than that, but still at this point burning in the horizon when I'm looking out my window here.

2:04.4

Jim's probably more in the path of a smoke than I am.

2:07.4

So when he comes on, we'll see if he can hold it together without coughing.

...

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