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IRS Notice 2014-54
Can you separate the cream from the coffee after they are mixed? Can you separate pre-tax money from after-tax money in a 401(k)? Due to IRS Notice 2014-54, the second one may be a bit easier, but as usual, the devil is in the details. Listen as Jim and Chris explain how separating money in a 401(k) works. They also answer a Social Security email question from a listener: Can a spouse claim their own Social Security benefit at age 62 and then switch to their spousal benefit at age 66?
About the Show
What do you get when you combine a TALENTED CFP®, a COLLEGE FINANCE INSTRUCTOR, relevant financial information and a healthy dose of humor for two hours on Saturday morning? You get THE Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
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