COLA, WEP, and Annuities: Q&A #2437
Description
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities…
(9:15 ) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account.
(17:30 ) Georgette asks if the Social Security spousal benefit is also subject to WEP.
(31:45 ) Another week, another AI joke to share.
(34:00 ) The guys discuss a listener’s perspective on their conversation last week about “winning” or “losing” with annuities.
(47:00 ) George writes in for some advice in helping his mother-in-law decide the best options for passing on the money in her Delayed Variable Income Annuity to her grandkids.
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United States
