Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252

December 28, 2022

Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252

Jim and Chris sit down to answers listeners questions regarding Social Security, 403(b)’s, 60-day rollovers, and annuities.

(5:00) George from California asks about how Social Security accounts for post-age 62 working credits.

(12:15) A listener looks for clarification on a potential “miss for Social Security applying to folks born in 1960-1962.

(19:30) George wonders why Jim and Chris have suggested rolling funds out of a 403b at retirement.

(34:00) Californian George looks for clarification on the rules surrounding 60-day rollovers.

(47:45) A listener asks if they can still use a 60-day rollover to return excess back into an IRA if they’re retired and have no earned income.

(49:45) A listener asks for advice and comparison of a QLAC and a SPDIA.

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