Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans.
(5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits.
(14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming his own benefit till age 70.
(21:00) Georgette wonders about the timing for purchasing an annuity to help fund some of her minimum dignity floor in retirement.
(29:00) A Colorado listener looks for Jim and Chris’s thoughts on how long to defer the income benefit an annuity while aging with a family history of dementia.
(53:00) George from Pennsylvania wonders why it might be beneficial to use traditional IRA monies to fund long-term care (LTC) expenses.
(56:30) A listener follows up on a topic from a previous show regarding Roth IRA contributions and 529 plans.
Podcast: Play in new window | Download (Duration: 1:08:32 — 31.4MB)
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