Q&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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