Social Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
February 24, 2024
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity on a...
Listen NowSocial Security, RMD Taxes, Trusts, and Roth Conversions: Q&A #2207
February 12, 2022
Jim and Chris sit down to discuss listeners questions pertaining to Social Security, RMDs, special needs trusts, and Roth conversion rules. (4:00) A listener voices his concerns with Social Security part D price increases and the general increase of insurance costs. (22:30) George looks for clarification on whether or not his dad needs to send an additional payment out to cover his withholdings...
Listen NowSocial Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
August 14, 2021
Jim and Chris sit down to answer listener questions about Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs. (3:00) A Mainer would like to know if they can claim Social Security benefits retroactively. (10:00) A listener from Washington wants clarification on how the Windfall Elimination Provision (WEP) will affect their Social Security benefit. (16:30) Another...
Listen NowABLE Accounts: EDU #1942
November 20, 2019
Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life....
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