Social Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150
December 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas looks for confirmation on his Social Security claiming...
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 NowCovering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011
March 14, 2020
In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule. (4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation. (18:55) A listener from New Jersey would like to discuss the probability of an asset cap limit...
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