Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115

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By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs.

(3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB).

(17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her age 70 Social Security benefit.

(37:00) George wonders how to calculate the expected rate of return of a DIA (deferred income annuity) forecasted at various mortality ages.

(51:30) A listener describes his parents financial position and asks for advice regarding the purchase of a QLAC.

The post Retirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115 appeared first on The Retirement and IRA Show.

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