Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
March 29, 2025
Jim and Chris discuss listener questions relating to spousal Social Security benefits, RMD tax withholding, IRA withdrawals, and 401(k) contribution limits. Jim also shares a PSA about a recent attempt at identity theft. (20:15) Jim shares a PSA about a fraudulent payday loan application attempted in his name and what he learned about credit freezes and loan monitoring. (30:15) George asks...
Listen NowMedicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
November 2, 2024
Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions… (10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls in Medicare. (23:45) The guys discuss a listener’s...
Listen NowSocial Security COLA, 401(k) Contribution Rules, and Inherited IRAs: Q&A #2233
August 13, 2022
Jim and Chris sit down to discuss questions relating to Social Security cost-of-living adjustments (COLAs), 401(k) contribution rules, and inherited IRAs. (6:30) A Kansas listener asks a quick question about how she can change her address on her Social Security card. (10:00) A listener asks for the specifics on how exactly Social Security COLAs are calculated and implemented into benefits....
Listen NowQ&A: Catch-up Contributions, Spousal Benefits, Dignity Floor, Short-term Insurance
January 5, 2019
Jim and Chris answer listeners’ questions on multiple topics during this podcast. Are $6000 personal catch-up contributions included in the $56K workplace contribution maximum? A listener in Virginia has a question regarding spousal Social security benefits. Can his spouse collect these SS benefits if she is caring for a granddaughter full time? A third listener wants to know how best to...
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