Child-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...
Listen NowQ&A #1924: Social Security Benefits and Retroactive Payments
June 22, 2019
Chris covers multiple Social Security questions while Jim is out of town. Questions regarding Social Security Disability benefits converting to Full Retirement Benefits, what happens to one’s benefits when moving to a new State, claiming Social Security benefits while still working, and retroactive payments are covered....
Listen NowQ&A: Clarifications, Social Security Veterans and Disability Benefits
May 25, 2019
Do Veterans receive higher Social Security benefits than civilians? Jim and Chris start out the show responding to four listeners wanting clarifications on previously answered questions. They also respond to a Kentucky listener’s question about Social Security Disability Benefits and a US Marine’s query about Social Security Veterans Benefits. Please take a moment to vote on...
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