Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 24 August 2024

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits. (5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries. (12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d recommend based on their situation. (18:00) George asks […]

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. Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.8	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.
0:38.3	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:43.7	Join us as certified financial planner Jim Sonier, as well as Colorado State University
0:48.7	Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401ks, annuities, social security,
0:57.0	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live in
1:02.8	Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that they're
1:08.5	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.com.
1:20.0	And click the Meet the Team button on the homepage.
1:22.9	Now here's Jim and Chris with today's show. Well, hello and welcome to the Retirement and IRA show Q&A edition for this week.
1:33.3	I've got a little change to the regularly scheduled programming today.
1:40.4	Paul was supposed to join me, one of the CPAs we work with, to do some tax-focused questions on the show.
1:47.5	And he had a last-minute emergency arise.
1:50.2	So he is unavailable today.
1:52.3	So I'm doing a quick pivot.
1:55.2	I'm going to do a couple of things.
1:57.9	Handle a few social security questions and issues.
	...

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