Social Security, The Five Year Rule, Pensions, and Rollovers: Q&A #2209
February 26, 2022
Jim and Chris discuss questions relating to Social Security, the five year rule, taxation of lump-sum pension payouts, and rollovers. (11:30) An Ohio listener looks for advice on the best Social Security claiming strategy for his sister in Tennessee. (28:00) A Massachusetts listener looks for clarification on the five year rule and opening a Roth IRA. (45:15) Georgette references a question from...
Listen NowSocial Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152
December 25, 2021
Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners. (16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit. (30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds. (35:45) Jim and Chris address a listener...
Listen NowRoth Conversions, Inherited Stock, and Military Pensions: Q&A #2144
October 30, 2021
Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...
Listen NowSocial Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141
October 9, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security survivor benefits, Roth conversions, lump-sum pensions, and the pro-rata rule. (12:00) Georgette looks for clarification on the rules behind claiming an ex-spouses Social Security survivor benefit while delaying her own. (23:30 Preamble, 30:30 Question) A Californian listener asks for help on a accidental Roth...
Listen NowSocial Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140
October 2, 2021
Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions. (7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show. (15:15) George from California wonders about his Mom should claim her Social Security...
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