Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541

Update: 2025-10-11

Description

Jim and Chris discuss a listener PSA on estimating early retirement benefits, followed by questions on Social Security benefit calculations and reductions, HSA held annuities, and IRA annuity pro rata rule application.(14:45 ) George shares a PSA explaining how to input future earnings on the SSA site to better estimate early retirement benefits.(25:15 ) A listener asks […]

The post Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541 appeared first on The Retirement and IRA Show.

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Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541

Jim Saulnier, CFP® & Chris Stein, CFP®

#box-pro-ellipsis-176404606538450{-webkit-line-clamp:2;}Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541

Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541

Jim Saulnier, CFP® & Chris Stein, CFP®

Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541