Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205
January 29, 2022
Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55. (5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit. (16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust. (53:30) George from Connecticut...
Listen NowMarket Volatility and Spending In Retirement: EDU #2204
January 26, 2022
Jim and Chris sit down to discuss the topic of market volatility and its often misunderstood relationship with spending in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E04.mp3 Podcast: Play in new window | Download (Duration: 1:18:49 — 36.1MB) Subscribe:...
Listen NowSocial Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204
January 22, 2022
Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George from New Mexico looks for advice on what to do...
Listen NowExcess Roth IRA Contributions: EDU #2203
January 19, 2022
Jim and Chris sit down to discuss an Ohio listeners general question about making excess contributions to a Roth IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E03.mp3 Podcast: Play in new window | Download (Duration: 1:11:20 — 32.7MB) Subscribe:...
Listen NowSurvivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203
January 15, 2022
Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs. (7:00) A Washington listener asks about how to claim a Social Security survivor benefit. (12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security benefits. (24:45) George from California looks...
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