Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119
May 8, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:45) A listener wonders about the taxation of...
Listen NowSocial Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
April 17, 2021
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make...
Listen NowSocial Security, Minimum Dignity Floor, ERISA, and Roth IRA Contributions: Q&A #2044
October 31, 2020
Jim and Chris answer listener questions about Social Security, The Minimum Dignity Floor, ERISA, and Roth IRA Contributions. (7:30) A listener wonders where to start when deciding which withholding rate to choose for Social Security benefits. (18:55) John Jacob Jingleheimer Schmit from Kentucky asks about Social Security claiming strategies to cover their Minimum Dignity Floor. (45:05) An Ohioan...
Listen NowEstate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039
September 26, 2020
Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions. (8:38) Georgette asks a question about the lifetime estate tax exemption. (21:55) George wonders what the best way to locate an old 401(k) is. (38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year....
Listen NowSocial Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034
August 22, 2020
Jim and Chris discuss listeners’ questions regarding Social Security, WEP (Windfall Elimination Provision), 401k rollovers, and Roth Conversions. (Intro) Jim and Chris begin by discussing financial advice given by a popular radio broadcaster. Both Jim and Chris felt as though the advice provided by this popular broadcaster fell short in its accuracy and was too generalized in its approach...
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