Social Security WEP and GPO Special: Q&A #2443

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 26 October 2024

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

With Jim attending an Ed Slott conference, Chris takes some time to answer a WEP and GPO question before offering listeners general information on Social Security changes for 2025 and a detailed walkthrough of the WEP and GPO provisions of Social Security. (6:30) George asks for more information on whether Social Security offsets are adjusted […]

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.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
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 Solnier and Associates LLC, a registered investment 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 Sondier, as well as Colorado State University
0:48.7	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.
1:01.3	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:06.7	Jim and Chris want you to know that they're available to help you plan for your retirement.
1:11.2	Just visit their website at Jimhelps.com.
1:14.4	That's Jim, H-E-L-P-S dot com, and click the Meet the Team button on the homepage.
1:20.6	Now here's Jim and Chris with today's show.
1:26.4	Well, hello and welcome to the Retirement and IRA show, Q&A edition.
1:31.0	This will be a solo show for me.
1:33.5	My name's Chris.
1:34.4	So Jim mentioned in the intro is traveling today.
1:39.3	He's at a conference or event of some sort in San Diego, actually.
	...

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