Social Security, Inherited Roth IRAs, SEP IRAs, Disability Pay, and Trusts As Beneficiaries: Q&A #2149

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim and Chris discuss questions relating to Social Security, inherited Roth IRAs, SEP IRAs, disability pay, and trusts as beneficiaries. (11:15) George from Michigan looks for clarification on Social Security spousal benefits. (21:15) A listener lists his concerns for spousal inheritance of a Roth IRA. (24:15) A listener asks about opening a SEP IRA to […]