Forgotten Form 8606
May 12, 2018
What happens if you forget to file your Form 8606? Jim and Chris answer this question and a couple of others. A listener in CA wants to know what you can do if you disagree with the benefit amount that the Social Security Administration calculates for you. And a DE listener wants to know if you can collect missed survivor benefits if someone in the SS office never told you that you were...
Listen NowSocial Security Grace Year
May 5, 2018
Jim and Chris answer a question from a listener in Kentucky regarding how the SS grace year works. They also discuss how your earnings before signing up for Medicare will impact your Medicare premiums. Jim then gives a partial recap of what he learned at the Retirement Income Summit in Chicago....
Listen NowMore Social Security Stuff
April 28, 2018
Jim and Chris answer a few questions on a variety of Social Security topics. Does the non-taxable portion of your Social Security benefit figure in to how your MAGI (Modified Adjusted Gross Income) is calculated for the purpose of determining your Medicare part B premium? What are some of the particulars regarding the Spousal Child in Care benefit? And a frustrated younger listener asks for some...
Listen NowRMDs and SEP IRAs
April 21, 2018
Jim, Chris and Justin discuss the intricacies of contributing to and taking RMDs from employer provided 401(k)s and SEP IRAs if you are older than 70 1/2 and still working. Jim and Chris then answer listeners questions regarding Social Security: SS fraud, the File and Suspend strategy and Social Security spousal benefits vs survivor benefits....
Listen NowFollow-up on Previous Tax and IRA Questions
April 14, 2018
Jim and Chris follow up on some previous topics. The listener with last week’s tax question came back for some clarification regarding taxes and IRAs. Another listener wanted to revisit the topic of Roth conversions and suggested an alternate Roth conversion strategy. Jim and Chris also answered a couple of Social Security questions: What can you do if you get incorrect information from...
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