Social Security, Life Insurance, and Taxes: Q&A #2314

April 8, 2023

Social Security, Life Insurance, and Taxes: Q&A #2314

Jim and Chris sit down to discuss listeners questions regarding spousal Social Security benefits, life insurance, and taxes.

(9:45) A listener looks for clarification on his wives spousal Social Security benefit.

(20:30) A listener wonders about the maximum family benefit and it’s impact on their Social Security situation.

(38:15) A listener in Pennsylvania looks for an opinion on gifting to children for them to pay the premium on a second to die policy.

(55:45) The same listener from above wonders about their “210” tax number and trying to minimize taxes for all options.

Podcast: Play in new window | Download (Duration: 1:10:00 — 32.0MB)

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