Social Security, Retiree Portfolios, Property Decisions, and Minimum Dignity Floor Coverage: Q&A #2137
September 11, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, retiree investment portfolios, property decisions, and minimum dignity floor coverage. (2:15) A fellow Coloradoan looks for some clarification on Social Security and claiming a survivorship benefit. (12:30) George from Ohio asks how to build an investment portfolio for a new retiree. (23:00) A listener has a...
Listen NowSocial Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131
July 31, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s. (4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit. (12:15) A Floridian asks about the idea of claiming Social Security early to collect a...
Listen NowThe SECURE Act, Social Security, The CARES Act, and More: Q&A #2033
August 15, 2020
Jim and Chris answer listeners’ questions about Social Security, The SECURE Act, The CARES Act, pension payout options, the fluidity of the Minimum Dignity Floor, and what to consider when choosing the right survivor benefits from a pension. (9:15) A listener from Massachusetts wants to know about divorced spouse Social Security claiming options. (18:41) George from Georgia seeks...
Listen NowRMDs, Social Security, Annuities, and Pension Survivor Benefits: Q&A #2032
August 8, 2020
Jim and Chris discuss listeners’ questions relating to required minimum distributions, backdating Social Security benefits, claiming spousal Social Security benefits, annuity variations, and joint and survivor pension options. (4:05) Clarification on a question from last week’s EDU show from the Ed Slott group on rolling over required minimum distributions. (14:30) Jim and Chris...
Listen NowRestricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943
November 9, 2019
While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benefits. (13:40) A Georgia listener would like to...
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