Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
March 22, 2025
Jim and Chris discuss listener questions relating to Social Security strategies, spousal benefits, Roth conversions, and annuities. (8:15) George asks whether a widow who was widowed before age 60 has two Social Security claiming strategies available based on the FRA benefit of each spouse.(20:30) The guys address a question about how spousal benefits are calculated when one spouse took Social...
Listen NowIRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
December 21, 2024
Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) A PSA from...
Listen NowQualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
October 19, 2024
Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by divorce. (25:00) Listeners provide some...
Listen NowSocial Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
October 5, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an issue when he applies for benefits....
Listen NowTax Questions Answered: Q&A #2428
July 13, 2024
In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well as the capital gains implications. (28:00) A...
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