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Social Security, IRAs, and Taxes: Q&A #2249
Jim and Chris sit down to discuss and answer listeners questions regarding Social Security, IRAs, and taxes.
(12:45) A listener from New Jersey wonders why someone would file a restricted application for Social Security.
(20:00) A listener from Indiana looks for clarification on a potential IRA rollover strategy to stay below IRMAA limits.
(51:00) George from California wonders about having a Trust listed as beneficiary on an IRA.
(58:15) A listener from Illinois asks about the timing of the inflationary adjustments for Social Security benefits.
(1:01:15) The same listener from Illinois comments on a previous podcast regarding the widow-widower tax penalty.
(1:07:55) As a final question from the Illinois listener above, he wonders about a specific case and whether or not someone can claim a Social Security survivorship benefit.
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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