Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

June 12, 2021

Social Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124

Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries.

(10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age.

(21:30) Two individual separate listeners ask questions both relating to Roth IRA contribution rules.

(26:00) A listener asks if Jim and Chris can assist in the passing down of individually owned businesses to younger generations.

(28:15) A New Jersey listener wonders about the calculation of RMDs and the new life expectancy table coming in the near future.

(39:15) Georgette from New York asks about needing to inform the Medicare office that she will continue working pass the age of 65.

(47:00) A listener looks for clarification on why a primary beneficiary would want to disclaim a portion of an inherited IRA.

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