Home » Podcasts » Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 February 10, 2024 Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the … Read more
If you have been U.S. retirement after 20 years of work, your eligibility for retirement benefits depends on several factors, including when you started working, your current age, and the type of retirement benefits you’re aiming for. In terms of Social Security, you are generally eligible to start collecting benefits at the age of 62, … Read more
If you’ve reached the age of 62, you may expect to start receiving Social Security benefits. However, there are several reasons why this may not be the case, even if you’ve met the minimum age requirement. As of November 2024, it’s important to understand that age alone doesn’t guarantee eligibility for benefits. Other factors, such … Read more
In recent years, Reforms Affect Homeowners in the UK have been bracing for higher inheritance tax (IHT) bills due to proposed changes aimed at reshaping the financial landscape for estates. On November 21, 2024, new reforms were introduced to address IHT and its impact on estates. These changes include freezing tax-free thresholds and incorporating pensions … Read more
Happy New Year everyone! I hope you had a nice winter break. We went to visit families near Palm Springs and had a great time. It was so nice and sunny there. I don’t know how many more gloomy Pacific Northwest winters I can take. We’ll probably move down to California after RB40Jr finishes high … Read more
Home » Podcasts » Different Approaches To Retirement Planning Continued: EDU #2406 February 7, 2024 Jim and Chris sit down to continue their discussion from last week on a listeners do-it-yourself retirement plan. Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB) Subscribe: Check out the background of firms and investment professionals on … Read more
WASHINGTON—AARP Chief Executive Officer Jo Ann Jenkins released the following statement in response to today’s announcement of a 3.2% cost-of-living adjustment (COLA), or an average of $59 more per month, in Social Security income: “Retirees can rest a little easier at night knowing they will soon receive an increase in their Social Security checks to help … Read more