Social Security, Roth Withdrawals, and IRAs: Q&A #2426
June 29, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:30) Jim and Chris answer a Roth withdrawal...
Listen NowSocial Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
May 11, 2024
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF. (5:45) George looks for clarification on the Social Security survivorship benefits. (11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age. (19:45) George tries to get clarity on the 5-year...
Listen NowSocial Security, Survivor/Spousal Benefits, and COLAs: Q&A #2417
April 27, 2024
Chris sits down to discuss listener questions relating to Social Security, survivor benefits, spousal benefits, and COLAs. (3:45) Georgette looks for clarification on collecting a Social Security survivor benefit. (20:45) A listener wonders if she can qualify for child-in-care spousal benefits as an adoptive parent. (27:30) A listener asks how they calculate the maximum possible Social Security...
Listen NowSocial Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
April 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges. (34:15) A listener asks about the timing...
Listen NowSocial Security, IRMAA, GPO, and Annuities: Q&A #2407
February 17, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A listener in Missouri looks for...
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