Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206
February 5, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts. (26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits. (28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form. (35:00) A listener looks for clarification on...
Listen NowChild-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 NowSocial Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204
January 22, 2022
Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George from New Mexico looks for advice on what to do...
Listen NowSocial Security, Spending In Retirement, and The BBB Act: Q&A #2201
January 1, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, spending in retirement, and the Build Back Better Act. (7:45) A California listener looks for thoughts/opinions on a recently suggested Social Security claiming strategy. (28:45) A Texan listener brings up our thoughts/philosophy that money unspent in retirement, is potentially money unlived. (43:30) George from...
Listen NowSocial Security, I-Bonds, Roth Conversions, Pension Benefits, and Advice For New Financial Planners: Q&A #2152
December 25, 2021
Jim and Chris sit down to discuss Social Security, I-Bonds, Roth conversions, pension benefits, and advice for new financial planners. (16:00) A New Jersey listener looks for advice on collecting, suspending, and restarting his spouses Social Security benefit. (30:00) Jim and Chris respond to listener feedback from last weeks EDU show regarding I-Bonds. (35:45) Jim and Chris address a listener...
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