Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140
October 2, 2021
Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions.
(7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show.
(15:15) George from California wonders about his Mom should claim her Social Security benefit.
(21:30) A listener looks for Jim and Chris’s opinion on their mother-in-laws IRA having a trust as the named beneficiary.
(37:45) A Texan listener wonders about additional creditor protection in Roth 401(k)’s versus IRAs.
(45:45) George asks about potential Roth conversions for his wife.
(49:30) A listener wonders whether or not there’s any disadvantage to having his wife claim her Social Security benefit now.
(55:30) A listener in Minnesota looks for advice on claiming a lump-sum versus monthly payments from a pension.
Podcast: Play in new window | Download (Duration: 1:28:49 — 40.7MB)
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