Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
September 7, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs…
(4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0.
(16:15) Chris answers another SS Disability Benefits question for a wife who wants to know if her disabled daughter will still receive benefits from her husband’s SS if he passes away.
(23:30) As only Jim and Chris can, the guys turn a listener’s IA generated jokes into a discussion on minimum dignity floor and annuities.
(53:15) A listener asks the guys for their opinion on considering home equity, in the form of a potential reverse mortgage, as a buffer asset.
(1:08:00) Georgette raises some questions about the differences in an Inherited IRA and a Traditional IRA if she were to pass and her adult children were to inherit both.
Podcast: Play in new window | Download (Duration: 1:20:17 — 36.8MB)
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