Social 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...
Listen NowSocial Security and Inherited IRAs: Q&A #2235
August 27, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security and inherited IRAs. (4:00) A Connecticut listener asks about counting Social Security earnings history prior to the age of 22. (12:30) A listener from Washington looks for clarification on the amount of a Social Security survivor benefit. (15:45) An Illinois listener follows-up on a previously answered question...
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