Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
April 17, 2021
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make...
Listen NowRetirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115
April 10, 2021
Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs. (3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB). (17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her age 70 Social Security benefit. (37:00) George...
Listen NowSocial Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
April 3, 2021
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...
Listen NowSocial Security, Roth Conversions, and LTC: Q&A #2113
March 27, 2021
Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social...
Listen NowSocial Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
March 20, 2021
Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) George from California wanted clarification on a...
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