Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
August 19, 2023
Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit. (14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the...
Listen NowSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
August 5, 2023
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit. (14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of...
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...
Listen NowRoth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318
May 6, 2023
Chris sits down solo this week to discuss listener questions regarding Roth IRA contributions, Social Security benefits, and IRMAA. (Intro) Chris follows up on a listener question from last week where a listener had panicked on tax day and recharacterized a 2022 Roth contribution. (8:20) George from New York looks for additional information on his potential age 70 Social Security benefit given...
Listen NowSocial Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310
March 11, 2023
Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...
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