Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

March 18, 2023

Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

Jim and Chris sit down to discuss listener’s questions relating to Social Security, Ed Slott, Roth 401(k)’s, and buffered investments.

(8:15) George from California looks for clarification on the affects/timing of Social Security inflationary credits for his wife.

(14:30) A listener asks a quick question about if she can claim a spousal Social Security benefit or not.

(18:45) Jim addresses and corrects an error made on the last EDU #2311 show regarding the Ed Slott exam.

(28:30) A listener from Singapore wonders if he can contribute foreign income excluded from US taxation into a Roth 401(k).

(36:45) A listener asks about the loss of dividend within the buffered investment options that Jim and Chris discussed on a previous show.

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