Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943
November 9, 2019
While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benefits. (13:40) A Georgia listener would like to...
Listen NowAnnuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
November 2, 2019
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...
Listen NowConversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938
October 5, 2019
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...
Listen NowSurvivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937
September 28, 2019
Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer an Idaho/Washington listener’s question...
Listen NowClaiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935
September 14, 2019
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...
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