Social Security, Roth Conversions, and an Elaboration on Ed Slott: Q&A #2026
June 27, 2020
Jim and Chris discuss Social Security, Roth conversions, and elaborate on how Ed Slott answered a question. (6:40) A listener from Ohio asks a question about spousal benefits. (9:42) A Delawarian has a question about survivor benefits. (27:22) Jim and Chris address a listener’s comment. (49:45) George from Florida asks if Roth conversions count toward MAGI and APTC. (51:26) Jim and Chris...
Listen NowSome Questions About Social Security & IRAs: Q&A #2025
June 20, 2020
Jim and Chris answer multiple questions relating to Social Security and IRAs. (5:45) A Californian asks if his mother-in-law’s husband can claim a spousal benefit even if she never claimed her own Social Security benefit. (10:45) A listener from Ohio would like to reduce his tax burden from the interest income earned by his cash accounts. (27:35) A listener would like to know if her...
Listen NowSocial Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024
June 13, 2020
Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities. (5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits. (15:20) A listener from New York would like to know in which month or...
Listen NowA Social Security Question and 5 CARES Act Questions: Q&A #2023
June 6, 2020
Jim and Chris answer a Social Security question and 5 CARES Act/COVID related questions. (11:00) A listener would like to know where he can obtain his estimated retirement benefit information from the Social Security Administration if the website is no longer providing him this information. (19:00) A listener from Kentucky has some questions about CARES Act IRA withdrawal and repayment...
Listen NowOut-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022
May 30, 2020
Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error. (4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits. (10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to...
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