Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203
January 15, 2022
Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs. (7:00) A Washington listener asks about how to claim a Social Security survivor benefit. (12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security benefits. (24:45) George from California looks...
Listen NowSocial Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134
August 21, 2021
Jim and Chris sit down to discuss listener questions about Social Security survivor and spousal benefits, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, QLACs, and RMDs. (6:00) Cousin George from Delaware asks a question about claiming Social Security survivors benefits. (16:30) A Floridian wants to know if claiming Social Security spousal benefits will affect their own benefits later...
Listen NowSocial Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040
October 3, 2020
Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts. (6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits. (13:45) Georgette from California asks a question about which date she should file for Social Security benefits. (29:35) George from Illinois asks about...
Listen NowExcess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021
May 23, 2020
Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs. They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has some comments about a...
Listen NowIRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932
August 24, 2019
Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs. 5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs, do partial Roth conversions, and whether you can do more than one 401k rollover per year. 19:39 A listener is considering moving to Colorado and wants to know if their state pension...
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