Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

July 25, 2020

Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis.

(8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age.

(16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is more than her current benefit.

(27:15) A listener would like clarification about Constructive Receipt and the 60 Day Rollover Rule.

(51:00) George from North Carolina advocates for why the Monte Carlo analysis can be reassuring during the planning process.

 

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