Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

July 27, 2024

Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs.

(13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit.

(25:00) A listener asks what happens to a spouse’s child-in-care benefit if the person passes away.

(28:30) A listener wonders about any repercussions for not reporting their children’s original Roth IRA contributions years ago.

(52:00) A listener asks if there are any buffered products offering terms longer than one year.

(1:07:15) A listener looks for clarification on how inherited IRAs are officially titled.

Podcast: Play in new window | Download (Duration: 1:28:44 — 40.6MB)

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