Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
November 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing. (26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums...
Listen NowSocial Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
June 17, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions. (9:00) George from Kansas asks a question from a client regarding Social Security and the claiming of benefits. (19:00) George from Tennessee asks if we can explain how delayed Social Security credits after full retirement age are calculated. (25:00) A listener from...
Listen NowSocial Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317
April 29, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRA recharacterizations, and 403(b)’s. (6:45) A Massachusetts listener wonders what her Social Security survivorship benefit would be if her husband were to claim benefits early at age 62. (16:00) A Connecticut listener asks for clarification on the timing of claiming your Social Security benefit and...
Listen NowSocial 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...
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