Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social

Jim and Chris sit down to discuss the considerations behind owning an annuity within an IRA and when it could be appropriate.

Jim and Chris sit down to discuss listeners questions relating to Social Security, spousal/survivor benefits, SPIAs, and IRA basis. (4:00) A listener from Delaware looks for clarification on the timin

Jim and Chris sit down to discuss the basics of annuities and where we see them fitting in within our retirement planning philosophy.

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions. (9:00) George from Kansas asks a question from a client regarding Social Se

Jim and Chris continue their discussion on annuity related topics and when to consider the use of an annuity within your retirement plan.

Jim and Chris sit down to discuss listeners questions regarding Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs. (18:30) A listener from Texas asks a question about the fa

Jim and Chris sit down to discuss a few housekeeping items relating to post-Required Minimum Distribution (RMD) Roth conversions. Then, they dive into their retirement planning philosophy around annui

Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities. (10:00) George from California asks a question about S

Jim and Chris sit down to wrap up their discussion on the Secure Act 2.0 updates.