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Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement.
9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits.
17:26 A live caller from Texas has some questions about his employer's Non-qualified Deferred Income Plan.
45:01 An Indiana listener hopes to retire in his 50's and wonders about tax diversification and Roth Conversion laddering.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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