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 whether their benefit is funded by the Social Security trust fund and how to estimate their benefit if the trust fund becomes depleted. (37:30) The guys respond to a question about a survivor benefit reduction due to a government pension and whether this reflects an error based on the GPO elimination. (42:00) Jim and Chris weigh-in on the pros and cons of HSA held annuities to generate secure income. (55:00) A listener wants to know how the pro rata rule applies when holding both an annuity inside an IRA and in a separate Roth IRA.
The post <a href="https://www.theretirementandirashow.com/podcast/social-security-hsa-held-annuities-ira-annuities-qa-2541/">Social Security, HSA Held Annuities, IRA Annuities: Q&#038;A #2541</a> appeared first on <a href="https://www.theretirementandirashow.com">The Retirement and IRA Show</a>.

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

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