Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045
November 7, 2020
Jim and Chris answer listener questions about spousal benefits, tax withholdings on Social Security benefits, Indexed Universal Life policies, and Backdoor Roth contributions. (6:15) An Arizonian wants to know more information on claiming spousal Social Security benefits at their Full Retirement Age (FRA). (14:30) George asks a question about withholding Federal taxes on Social Security...
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 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...
Listen NowChild-In-Care Benefits, Annuity Questions, and More: Q&A #2018
May 2, 2020
Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions. (12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits. (16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea. (See Q&A #2013 to listen to...
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