Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435
August 31, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks. (6:30) George hopes Chris can confirm his Social Security math and give some input on when his wife should claim her benefits. (17:30) A listener looks for clarification on whether his wife can claim her Social Security Benefits early then switch to full...
Listen NowSocial Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
August 17, 2024
Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son. (11:00) Georgette recalls Chris speaking about delayed retirements benefits and asks...
Listen NowSocial Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340
October 7, 2023
Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal Social Security benefit and what amount is considered for the spousal “top off” amount. (23:15) George from Massachusetts asks about filing the form SSA-44 to avoid IRMAA for the years...
Listen NowSocial Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
September 30, 2023
Jim and Chris discuss questions relating to Social Security, GPO, the Social Security spousal benefits, IRMAA, SPIAs, and the Secure Act 2.0. (4:30) A listener from Illinois references a previous Q&A show and asks about the effects of GPO on Social Security. (8:15) A listener from Utah looks for clarification on delaying the claiming of a spousal Social Security benefit. (22:30) Georgette...
Listen NowSocial Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325
June 24, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, spousal/survivor benefits, SPIAs, and IRA basis. (4:00) A listener from Delaware looks for clarification on the timing of claiming Social Security and when his wife is eligible to claim a spousal benefit. (15:25) A local Colorado listener wonders how she can begin claiming a survivorship Social Security benefit...
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