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  • featured

    The 10-Year Rule: Months Literally or Calendar Years?

    Jim and Chris are asked to address the topic of the 10-year rule for spousal

    featured

    Can I Make Roth Contributions After Retirement?

    A podcast listener asks some questions slightly off-topic from Social Security today:  what qualifies as

    featured

    Filing Retroactively

    A Texan couple looks for some clarification on their Social Security options and filing retroactively. “I

    featured

    If Social Security Projects a Reduced Payout in 2035, Should I Claim Early?

    If Social Security projects a reduced payout in 2035 (possibly reducing it to 75%), should

    featured

    Should I Appeal a Skipped Benefit Check?

    This week we have a Social Security question regarding whether to appeal a skipped benefit

    featured

    Claiming Spousal Benefits

    This week, we have a question from a husband wanting to know about claiming spousal

    featured

    Child-in-Care Spousal Benefits

    This week we are catching up on interesting unanswered questions from the past: here is

    featured

    Can You Minimize the Impact of GPO?

    The question this week is from someone asking how to minimize the impact of GPO

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