Social 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...
Listen NowPension Income Questions: EDU #2135
September 1, 2021
Jim and Chris sit down to discuss a couple questions from a Massachusetts listener relating to possible pension income options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E35.mp3 Podcast: Play in new window | Download (Duration: 1:20:57 — 37.1MB) Subscribe:...
Listen NowSocial Security, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125
June 19, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...
Listen NowSocial Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120
May 15, 2021
Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering George from Texas’s question about maximizing his...
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