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Innehåll tillhandahållet av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436

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Manage episode 438621889 series 2424283
Innehåll tillhandahållet av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs…

(4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0.

(16:15) Chris answers another SS Disability Benefits question for a wife who wants to know if her disabled daughter will still receive benefits from her husband’s SS if he passes away.

(23:30) As only Jim and Chris can, the guys turn a listener’s IA generated jokes into a discussion on minimum dignity floor and annuities.

(53:15) A listener asks the guys for their opinion on considering home equity, in the form of a potential reverse mortgage, as a buffer asset.

(1:08:00) Georgette raises some questions about the differences in an Inherited IRA and a Traditional IRA if she were to pass and her adult children were to inherit both.

The post Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436 appeared first on The Retirement and IRA Show.

  continue reading

357 episoder

Artwork
iconDela
 
Manage episode 438621889 series 2424283
Innehåll tillhandahållet av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs…

(4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0.

(16:15) Chris answers another SS Disability Benefits question for a wife who wants to know if her disabled daughter will still receive benefits from her husband’s SS if he passes away.

(23:30) As only Jim and Chris can, the guys turn a listener’s IA generated jokes into a discussion on minimum dignity floor and annuities.

(53:15) A listener asks the guys for their opinion on considering home equity, in the form of a potential reverse mortgage, as a buffer asset.

(1:08:00) Georgette raises some questions about the differences in an Inherited IRA and a Traditional IRA if she were to pass and her adult children were to inherit both.

The post Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436 appeared first on The Retirement and IRA Show.

  continue reading

357 episoder

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