Social Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303
January 21, 2023
Jim and Chris discuss questions relating to Social Security, target date funds, IRMAA, 457(b)’s, dividends, and HSAs. (6:30) George in the UK looks for clarification on the calculation of his Social Security PIA given his work abroad in Europe and in Canada. (18:30) George asks about a Social Security survivor benefit for his wife if he were to pass away before claiming at age 70. (26:00)...
Listen NowSocial Security, 401(a)’s, RMDs, Taxes, and 401(k) Loans: Q&A #2302
January 14, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, 401(a)’s, RMDs, taxes and 401(k) loans. (10:30) A listener from New Jersey asks a couple of general questions to try and understand some additional facts about Social Security. (25:30) A listener from Colorado looks for help with calculating an accurate projection for their age 70 Social Security benefit given...
Listen NowStolen Identities, Social Security, RMDs, and Roth Conversions: Q&A #2301
January 7, 2023
Jim and Chris sit down to discuss listeners questions and topics relating to stolen identities, Social Security, RMDs, and Roth Conversions. (Intro) Jim gives an update on his recent operation, and also shares information on his identity being stolen recently. (34:30) George from Maryland looks for clarification on if his wife can claim a Social Security spousal benefit. (43:00) Jim discusses an...
Listen NowSocial Security, IRA Contributions, Spousal Benefits, and MYGAs: Q&A #2253
December 31, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA contributions, spousal benefits, and multi-year guaranteed annuities (MYGAs). (Into) Chris follows up on a question from last week to clarify application of the Social Security earnings test for survivor benefits when the survivor full retirement age is different than the retirement full retirement age....
Listen NowSocial Security, 403(b)’s, 60-Day Rollovers, and Annuities: EDU #2252
December 28, 2022
Jim and Chris sit down to answers listeners questions regarding Social Security, 403(b)’s, 60-day rollovers, and annuities. (5:00) George from California asks about how Social Security accounts for post-age 62 working credits. (12:15) A listener looks for clarification on a potential “miss for Social Security applying to folks born in 1960-1962. (19:30) George wonders why Jim and...
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