Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205
January 29, 2022
Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55. (5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit. (16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust. (53:30) George from Connecticut...
Listen NowQ&A: Social Security Benefits, Rule of 55
February 23, 2019
This week Jim and Chris answer questions from listeners in California and New Jersey about Social Security Benefits; including their effect on Health Savings Account (HSA) contributions, IRMAA adjustments, and whether the government shut down has affected benefit statements. Also, a Wisconsin listener asks how/if the Rule of 55 applies to a Roth 401k....
Listen NowQ&A: Rule of 55, PIA, Roth Conversion
December 15, 2018
Jim and Chris field some interesting questions this week about the 401k Rule of 55, Social Security, and using 60-day Rollovers for Roth Conversions. The guys answer a listener question on whether transferring a 401k to a new employer will affect the Rule of 55. A California listener wonders how claiming Social Security is affected if the primary earner is younger than their spouse. Another...
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