Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters […]

Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam.

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 […]

Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam.

Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before […]

Jim and Chris sit down to discuss a couple of questions relating to retirement and IRAs supplied by the Ed Slott group.

Jim and Chris sit down to discuss questions relating to Social Security, spousal benefits, aging reserve, and fun expenses. (9:15) A Californian listener asks about his Social Security claiming strategy for spousal and survivor benefits. (20:45) A listener in Georgia looks for clarification on spousal Social Security benefits following a divorce. (35:00) Georgette from South […]

Chris sits down to discuss the effects that the recent spike in inflation had on Social Security benefits.

Jim and Chris sit down to discuss listeners questions relating to Social Security, basis in 401(k)’s/IRAs, and the Minimum Dignity Floor (MDF). (6:15) A listener from Virginia asks for clarification on the timing of filing their Social Security paperwork to receive a spousal benefit. (18:30) A listener from Minnesota wonders if the IRA keeps track […]

Jim and Chris sit down to discuss the approach to the fun number concept and how it can be altered/used in a much smaller portfolio.