Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

December 4, 2021

Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries.

(11:15) George from Michigan looks for clarification on Social Security spousal benefits.

(21:15) A listener lists his concerns for spousal inheritance of a Roth IRA.

(24:15) A listener asks about opening a SEP IRA to contribute an additional 20% of their net earnings from a side-business.

(31:00) George from Texas asks about the taxation of disability pay.

(40:15) An Indiana listener looks for opinions on doing Roth conversions when the market is up.

(49:30) A Californian listener asks about the ideal beneficiaries to be named on IRAs.

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