Widow/Widower Tax Penalty
July 28, 2018
What happens if the spouse with the higher Social Security benefit passes away first? What claiming strategies are available to the remaining spouse and what other things should be considered? Chris and Justin discuss this topic in response to a Virginia listener’s question....
Listen NowErrors in Your Social Security Earnings Record
July 21, 2018
What happens if you notice errors in your Social Security Earnings Record? Jim and Chris discuss what to do to fix these errors and the time limit you have to do that in. They also answer a question on the timing of Social Security benefit calculations and a question regarding back door Roths. A live caller asked about how to read pension annual funding notices. And, see how well you do on a...
Listen NowMega Roth Conversion Strategies
July 14, 2018
Have you ever wanted to contribute after-tax money to a Traditional 401(k) and then use it to super-fund a Roth IRA? Then you’d have something in common with a listener who emailed Jim recently. Listen to what Jim and Chris have to say about mega Roth conversion strategies. While they’re at it, Jim and Chris also answer questions regarding the Social Security Family Maximum, how to...
Listen NowSocial Security Maximum Family Benefit
July 7, 2018
How exactly does Social Security’s Maximum Family Benefit get calculated? Jim and Chris answer this email question from a listener. They also delve into a Social Security question involving early retirement, pensions and a Social Security benefit for a couple who seem to be pension rich but asset poor....
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