Social Security, Rollovers, Taxes, and FERS: Q&A #2221

May 21, 2022

Social Security, Rollovers, Taxes, and FERS: Q&A #2221

Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS.

(9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck.

(12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security purposes following full retirement age.

(18:45) A Virginian listener looks for some additional clarification on the remarrying before age 60 Social Security rule for survivor and spousal benefits.

(29:30) George from Ohio asks for clarification on a 401(k) rollover and the related taxes.

(50:15) A listener from Virginia remarks about the FERS plan cost of living adjustment (COLA).

(1:01:30) A listener provides a suggestion.

(1:05:30) A listener provides a PSA.

 

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