Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313
April 1, 2023
Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF. (5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation. (16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were...
Listen NowSocial Security, Inherited IRAs, and The SIPC: Q&A #2312
March 25, 2023
Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters inherited IRA RMDs. (47:15) A...
Listen NowSocial Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311
March 18, 2023
Jim and Chris sit down to discuss listener’s questions relating to Social Security, Ed Slott, Roth 401(k)’s, and buffered investments. (8:15) George from California looks for clarification on the affects/timing of Social Security inflationary credits for his wife. (14:30) A listener asks a quick question about if she can claim a spousal Social Security benefit or not. (18:45) Jim...
Listen NowSocial 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, Spousal Benefits, Aging Reserve, and Fun Expenses: Q&A #2309
March 4, 2023
Jim and Chris sit down to discuss questions relating to Social Security, spousal benefits, aging reserve, and fun expenses. (9:15) A Californian listener asks about his Social Security claiming strategy for spousal and survivor benefits. (20:45) A listener in Georgia looks for clarification on spousal Social Security benefits following a divorce. (35:00) Georgette from South Carolina wonders how...
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