Multiple Retirement Planning Topics
December 5, 2015
This week, Jim, Chris and Peter had a number of listeners call and email questions on multiple retirement planning topics including: how do the new Social Security rules work regarding the File-and-Suspend strategy? How could a 78 year old widow invest a few thousand dollars? What’s up with the MyRA accounts? How difficult are Roth recharacterizations? And how does the Windfall Elimination Provision (WEP) impact a person with both Social Security and PERA?
Podcast: Play in new window | Download (Duration: 1:43:29 — 47.4MB)
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