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Podcasts » Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042
Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042
October 17, 2020
Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions.
(2:56) George asks a question about Social Security claiming strategies.
(7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits.
(18:15) A listener wants Jim and Chris to elaborate on their previous EDU show about the need to sign a Spousal Waiver Form on a 401(k) to disinherit their spouse as the default beneficiary.
(33:25) A listener asks about delaying required minimum distributions (RMDs).
(41:45) A listener asks a question about backdoor Roth contributions
Podcast: Play in new window | Download (Duration: 54:40 — 24.9MB)
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