Social Security, Roth Conversions, RMD Calculations: Q&A #2540

Social Security, Roth Conversions, RMD Calcul...

Jim Saulnier, CFP® & Chris Stein, CFP®Jim Saulnier, CFP® & Chris Stein, CFP®

Up next

What to Know About Jointly Owned Annuities: EDU #2626

Chris’s Summary Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to jointly owned annuities, examining how they differ from other jointly titled assets. We cover credited versus uncredited interest, mortality table ...  Show more

 . 1h 12min
Social Security, SPIA, SPIA Timing, QLAC: Q&A #2626

Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions, and QLAC planning. (15:15) A listener asks why Social Security appears to be paying a disabled adult child benefit and child-in-care spous ...  Show more

 . 1h 36min