DSUE, Social Security, Trusts, and Pensions: Q&A #2229
July 16, 2022
Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, they answer listener questions relating to Social Security, Trusts, and Pension...
Listen NowSocial Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227
July 2, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, lump sum pensions, and deferred annuities. (4:15) George from Indiana looks for advice on the exact month he should file for his Social Security benefits to get the maximum deferred credit amount. (14:30) A Michigan listener asks for recommendations on a good, online Social Security benefits calculator. (24:30) A...
Listen NowSocial Security Benefits and Fixed-Indexed Annuities: Q&A #2226
June 25, 2022
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission-free fixed-indexed annuities....
Listen NowSocial Security, Roth Conversions, and Mortality Credits: Q&A #2225
June 18, 2022
Jim and Chris sit down to discuss listeners questions about Social Security, Roth conversions, and annuity mortality credits. (3:30) George in North Carolina looks for clarification on his spouses Social Security benefit and whether or not it will be WEP/GPO affected. (8:30) A listener from Wisconsin asks about the calculation for the pro-rata amount on a Roth conversion. (23:15) George from...
Listen NowSocial Security, IRA Recharacterizations, and Annuities: Q&A #2224
June 11, 2022
Jim and Chris sit down to discuss listeners questions about Social Security, IRA recharacterizations, and annuities. (18:15) A listener looks for advice on whether or not she should claim her spousal Social Security benefit. (33:30) A listener describes her concern about a previously completed IRA recharacterization. (50:30, 1:12:15, 1:14:30) George asks a couple of questions regarding...
Listen Now
