Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

January 29, 2022

Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55. (5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit. (16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust. (53:30) George from Connecticut...

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Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

May 30, 2020

Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error. (4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits. (10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to...

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