Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 15 March 2025

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jim and Chris answer listener questions on Social Security records, GPO, QCD timing, annuity costs, and excess IRA contributions. (10:30) Georgette asks about fixing gaps in her Social Security record. (19:30) The guys discuss how a listener’s spousal Social Security benefits work after the repeal of GPO. (28:30) George seeks clarification on the timing of […]

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.
0:23.7	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.
0:43.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:49.2	Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance Instructor and Certified Financial Planner Chris Stein, teach you about IRAs, 401k's, annuities, social security,
0:57.0	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live in
1:02.7	Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:08.2	they're available to help you plan for your retirement.
1:13.9	Just visit their website at Jimhelps.com.
1:17.5	That's Jim H-E-L-P-S dot 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.
1:30.7	Well, hello and welcome to the Retirement and IRA show Q&A edition.
1:35.4	Got, I think, a pretty standard Q&A show coming up.
1:39.6	We've got a couple of, well, one or two Social Security questions.
1:41.1	We'll see what Jim brings to the table.
1:46.7	And then whatever Jim pulls out of the grab bag for this week,
1:55.6	Jim's joining me still remotely from the lovely state of Florida, although the weather here has turned quite nice. You're missing out on a lovely preview of spring, we'll call it. No, no snow, really.
2:05.5	Although supposed to get a little cold tomorrow, but cold is relative down in the 50s where it's
2:10.5	been up in like 70 degrees here recently. And only bad news is it's going to wake up all the
	...

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