Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234
August 20, 2022
Jim and Chris sit down to discuss questions relating to Social Security, WEP, disability benefits, and inherited IRAs. (7:30) A listener looks for confirmation on when to claim Social Security benefits to ensure they receive the full 6 months of benefits. (17:45) The same listener from above wonders about the affects of WEP on her Social Security benefit. (38:30) George from Indiana wonders...
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 NowChild-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205
January 29, 2022
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...
Listen NowAuxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures: Q&A #2139
September 25, 2021
Jim and Chris sit down to discuss listeners questions relating to Auxiliary Benefits, Simple Retirement Plans, QPRTs, and General Insurance Structures. (7:30) A listener has questions about Child in Care Benefits. (17:00) Jim and Chris address comment about “old advisors”. (29:30) Georgette from Texas is wondering about gifting her children portions of her home to avoid Estate Tax....
Listen NowConversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938
October 5, 2019
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...
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