Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

May 16, 2020

Social Security Questions, A Correction, Retirement Accounts, and Trusts: Q&A #2020

Jim and Chris continue to tackle questions about Social Security, traditional vs. Roth IRAs, and trusts.  They also discuss a listener’s correction to a previous podcast episode.

(4:20) An Illinois listener wonders how to communicate his updated address and phone number to Social Security.

(7:00) Another Illinois listener wonders if he could collect full disability Social Security benefits even though he already chose to collect early benefits.

(13:39) An Arizonian has some questions about his estimated monthly benefits from Social Security.

(23:44) George from Massachusetts corrects Jim and Chris about Roth conversions and contributions.

(26:06) California George asks about the strategy of contributing to a Roth in addition to his traditional IRA.

(43:03) A listener has some questions about his revocable trust.

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