Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

September 14, 2019

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.

Podcast: Play in new window | Download (Duration: 1:19:31 — 36.4MB)

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