David in Elkhart: how much will my wife get from Social Security when I pass away?

David also asks Gregory about the tax implications for his VA benefits, Social Security, and other income streams.

Matthew in Houma has some comments to add for David's situation regarding VA benefits.

Steve in Cleveland makes too much income to contribute to a Roth IRA. Gregory explains how Steve can get one started using a backdoor Roth conversion.

Can a remarried widow draw a Social Security benefit from her first husbands record? James in Bogalusa asks Gregory about his wife's options between spoual and survivor benefits.

Mark in Columbia has trouble qualifying for a mortgage in retirement, even though he has $2 million in assets. Gregory explains how many lenders are restricted by their approval process, and they should call Dwayne Stein.

Wes Blanchard, Estate Planning Attorney, joins the show. Tom in Loranger asks him and Gregory about selling his house to his granddaughter at a low price to get around the Estate Tax. Gregory and Wes point out it's quite unlikely he will pass the $22+ million exemption. Let your will take care of that.

Brian in Hammond has a string of rental properties that may cross the threshold for the Estate Tax.

Wes Blanchard teaches you the main clauses to include in your will.

Joe in Harvey can't close her deceased mom's checking account. Wes and Gregory help her out.

John in Mandeville's wife inherited a trust with her siblings.

The Roth clock is forever.

Will your early Social Security haircut continue when she switches to the Spousal Benefit? Richard in Slidell asks about his wife's options.

Kirk in Petal is close to having 30 years of substantial earnings that paid into Social Security, and could be exempt from the Windfall Elimination Provision. He could get a full Social Security retirement benefit plus two full state pensions as a teacher!

Bad Excuses to Turn on Social Security Early.

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