Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries

April 20, 2019

Q&A: Roth 403b rules, Spousal Benefits, Trusts, and 401k Beneficiaries

Wondering in what ways a Roth 403b rules differ from a Roth IRA and how that might affect your retirement plans? Jim and Chris answer a question about early Roth 403b withdrawals from a Washington listener.

The guys also tackle a couple more Trust questions from Texas listeners- one regarding using a Trust as a 401k Beneficiary and one about assessing whether potential beneficiaries need the protections of a Trust. And they answer two questions about Social Security Spousal Benefits.

Podcast: Play in new window | Download (Duration: 50:32 — 23.1MB)

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