Social Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252
December 28, 2022

Jim and Chris sit down to answers listeners questions regarding Social Security, 403(b)’s, 60-day rollovers, and annuities. (5:00) George from California asks about how Social Security accounts for post-age 62 working credits. (12:15) A listener looks for clarification on a potential “miss for Social Security applying to folks born in 1960-1962. (19:30) George wonders why Jim and...
Listen NowSocial Security, Roth conversions, and 403(b) Accounts: Q&A #2206
February 5, 2022

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts. (26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits. (28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form. (35:00) A listener looks for clarification on...
Listen NowSocial Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204
January 22, 2022

Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George from New Mexico looks for advice on what to do...
Listen NowQ&A: IRA Contingent Beneficiaries, RMDs, TSP Conversions, IRA to 403b, and Much More
May 18, 2019

This week’s Q&A episode is jam-packed with a variety of interesting topics! Ever wonder if a primary beneficiary can choose to defer the inheritance to the IRA contingent beneficiaries? Jim and Chris start off by addressing the beneficiary ponderings of an Oregan listener. Next, they weigh in on whether a Roth Conversion can be used to satisfy an RMD, then move to a question from a US...
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