Social Security Trustees Report 2023: Here We Go Again
Episode 228 – The new Social Security Trustees report has both good news and bad news. The question is: where do we go from here?
Roth IRA Conversion: To Convert or Not to Convert
Episode 189 – While Roth IRAs are very attractive because of tax-free growth and tax-free qualified distributions, there are many considerations when deciding to convert a Traditional IRA to a Roth IRA.
Can We “Fix” Social Security by Raising the Age?
Episode 172 – As the annual Trustees’ report looms, there have been a number of proposed “fixes” to the Social Security system. Is an increase in Full Retirement Age a possibility?
Three Social Security ‘Do Over’ Options
Episode 155 – Deciding on when to collect Social Security is a complicated process. But it comes with surprising flexibility. And people are surprised to learn of the three “do over” options that Social Security allows.
Is the Social Security Administration Running a Scam?
Episode 152 – Is the Social Security Administration running a scam? One prominent retirement expert thinks so.