Social 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 NowSocial Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222
May 28, 2022
Jim and Chris sit down to discuss questions relating to Social Security, the SECURE Act, SSDI, and 401(k) investment options. (8:00) George wonders about the cost-of-living adjustment for his PIA and Social Security benefit. (13:30) A listener from Connecticut asks about the unique Social Security issue that people born in 1960 are facing. (22:15) George looks for some additional clarification...
Listen NowSocial Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151
December 18, 2021
Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for him and his wife. (16:15) George...
Listen NowMega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145
November 6, 2021
Jim and Chris discuss listeners questions relating to average wage index, Social Security, mega backdoor Roth conversions, solo 401(k) contribution limits, and qualified retirement plans. (20:00) A listener asks about the average wage index (AWI) for workers born in 1960 and the effects of COVID in 2020. (23:00) A listener points out some social security Medicare expense increases as well as...
Listen NowSocial Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
April 24, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...
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