Q&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...
Listen NowQ&A: All Things Social Security
May 11, 2019
On this episode, Chris addresses four questions listeners submitted about Social Security. He begins by addressing a Californian listener’s question about creating an online Social Security Account. A second listener from California wondered about retroactive Social Security benefits, a third question was from an Ohio listener and related to WEP. Finally, Chris answers a question from a...
Listen NowQ&A: Roth Beneficiaries, SS Benefits, and Cost Basis
April 6, 2019
Another week and another round of great listener questions! Jim and Chris address an Indiana listener’s question about using a Trust as a Roth IRA Beneficiary and another listener’s question about the cost basis and capital gains on a stock sale. The guys also answer several listener questions about Social Security Benefits, including a live caller’s, from New Hampshire, on...
Listen NowQ&A: Disability Benefits, Spousal Benefits,Taxes in Retirement
March 9, 2019
Is there a way to avoid paying taxes in retirement? Jim and Chris answer a couple of questions from listeners looking to minimize their taxes in retirement, as well as a California listener’s question about their Disability Benefits and an Ohio listener’s question about Spousal Benefits. ...
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