Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

May 7, 2022

Social Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219

Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance.

(5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show.

(15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit.

(25:00) Georgette from Wisconsin gives some clarity on gifting to a person with a limited lifespan.

(35:45) An Alabama listener asks why TIP funds are trading lower when inflation is on the rise.

(57:30) A listener wonders about how the spousal inheritance of a Roth IRA works when the receiving spouse has no Roth accounts prior to inheriting one.

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