RMDs, Social Security, Annuities, and Pension Survivor Benefits: Q&A #2032
August 8, 2020
Jim and Chris discuss listeners’ questions relating to required minimum distributions, backdating Social Security benefits, claiming spousal Social Security benefits, annuity variations, and joint and survivor pension options. (4:05) Clarification on a question from last week’s EDU show from the Ed Slott group on rolling over required minimum distributions. (14:30) Jim and Chris...
Listen NowIRAs, Roth Conversions, and Social Security Details: Q&A #2031
August 1, 2020
Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details. (8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time. (13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring his lump-sum pension into the same IRA...
Listen NowSocial Security, CARES Act, and Monte Carlo Analysis: Q&A #2030
July 25, 2020
Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis. (8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age. (16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is...
Listen NowSocial Security, Savings Advice, and Annuities: Q&A #2028
July 11, 2020
Jim and Chris discuss questions regarding Social Security, how to save early on in your career, and annuities. (5:30) A Californian asks about which month they’ll be able to receive their full Social Security payment. (15:05) A listener from Massachusetts wonders if she can claim a Social Security spousal benefit before full retirement age and carry it through retirement until age 70....
Listen NowNew IRS Rules, Questions on Social Security and More: Q&A #2027
July 4, 2020
Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions. (2:30) Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs). (13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits. (31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the...
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