Social Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310
March 11, 2023
Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...
Listen NowSocial Security, Roth Conversions, and Retirement Spending: Q&A #2305
February 4, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending. (13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced. (19:00) George asks for additional information on disabled children being able to inherit Social Security payments and tax efficient...
Listen NowSocial Security, Pensions, 457(b)’s, and Backdoor Roth Contributions: Q&A #2304
January 28, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, pensions, 457b’s, and backdoor Roth contributions. (11:00) A Texan listener asks if his wives spousal Social Security benefit will be based off half of his original PIA or his PIA adjusted for cost-of-living. (16:30) A listener in Ohio looks for clarification on the effect that WEP and GPO will have on her...
Listen NowStolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301
January 7, 2023
Jim and Chris sit down to discuss listeners questions and topics relating to stolen identities, Social Security, RMDs, and Roth Conversions. (Intro) Jim gives an update on his recent operation, and also shares information on his identity being stolen recently. (34:30) George from Maryland looks for clarification on if his wife can claim a Social Security spousal benefit. (43:00) Jim discusses an...
Listen NowSocial Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
December 17, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...
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