Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
March 16, 2024
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit....
Listen NowSocial Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
March 9, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA. (37:05) A listener from Michigan comments on a previous Q&A...
Listen NowSocial Security, IRMAA, GPO, and Annuities: Q&A #2407
February 17, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A listener in Missouri looks for...
Listen NowSocial Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
September 30, 2023
Jim and Chris discuss questions relating to Social Security, GPO, the Social Security spousal benefits, IRMAA, SPIAs, and the Secure Act 2.0. (4:30) A listener from Illinois references a previous Q&A show and asks about the effects of GPO on Social Security. (8:15) A listener from Utah looks for clarification on delaying the claiming of a spousal Social Security benefit. (22:30) Georgette...
Listen NowSocial Security, WEP, and Trusts: Q&A #2315
April 15, 2023
Jim and Chris sit down to answer listener questions regarding Social Security, WEP, and irrevocable life insurance trusts (ILITs). (9:00) George from Nebraska looks for clarification on how Government Pension Offsets (GPO) and Windfall Elimination Provision (WEP) affect his Social Security benefit. (30:15) Georgette asks if she’d be able to claim a Social Security survivor benefit off her...
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