Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042

October 17, 2020

Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042

Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions.

(2:56) George asks a question about Social Security claiming strategies.

(7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits.

(18:15) A listener wants Jim and Chris to elaborate on their previous EDU show about the need to sign a Spousal Waiver Form on a 401(k) to disinherit their spouse as the default beneficiary.

(33:25) A listener asks about delaying required minimum distributions (RMDs).

(41:45) A listener asks a question about backdoor Roth contributions

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