We tackle two big retirement questions: When to claim SS retirement benefits and whether it ever makes sense to buy an annuity. Long time listeners of the show know that I am generally not a big fan of annuities, which is why I warn Cathy, Sue, Mary and “J” against buying one. But Lee’s situation is quite different and you may be surprised about my advice.
Marie and John are wrestling with when to claim Social Security benefits, which was a good opportunity to cover how Social Security benefits might change under President Obama’s budget proposal.
Paul wants to know whether he should follow his broker to a new firm; Jaxom and Deanna need help with portfolio allocation; and we cover some nuances of IRAs from LC and Mrs. K.
Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:
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