Social 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...
Listen NowSocial Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303
January 21, 2023
Jim and Chris discuss questions relating to Social Security, target date funds, IRMAA, 457(b)’s, dividends, and HSAs. (6:30) George in the UK looks for clarification on the calculation of his Social Security PIA given his work abroad in Europe and in Canada. (18:30) George asks about a Social Security survivor benefit for his wife if he were to pass away before claiming at age 70. (26:00)...
Listen NowSocial Security, Inherited IRAs, RMDs and Annuities: Q&A #2252
December 24, 2022
Jim and Chris discuss listeners questions relating to spousal Social Security benefits, survivor benefits, inherited IRAs, RMDs, and annuities. (16:00) Georgette wonders if she can claim a spousal Social Security benefit without affecting her future full personal benefit. (26:30) A listener looks for clarification on his sisters ability to claim a Social Security survivor benefit. (37:45) The...
Listen NowSocial Security, IRAs, and Taxes: Q&A #2249
December 3, 2022
Jim and Chris sit down to discuss and answer listeners questions regarding Social Security, IRAs, and taxes. (12:45) A listener from New Jersey wonders why someone would file a restricted application for Social Security. (20:00) A listener from Indiana looks for clarification on a potential IRA rollover strategy to stay below IRMAA limits. (51:00) George from California wonders about having a...
Listen NowSocial Security, Annuities, and Life Insurance: Q&A #2239
September 24, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, and life insurance. (27:30) A Massachusetts listener looks for clarification on his retroactive Social Security benefit. (31:45) George from Kentucky wonders if he can claim a Social Security survivor benefit while delaying his own benefit to age 70. (38:45) George from Texas looks for thoughts on the...
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