Spousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045

Published: Nov. 7, 2020, 4 a.m.

Jim and Chris answer listener questions about spousal benefits, tax withholdings on Social Security benefits, Indexed Universal Life policies, and Backdoor Roth contributions. (6:15) An Arizonian wants to know more information on claiming spousal Social Security benefits at their Full Retirement Age (FRA). (14:30) George asks a question about withholding Federal taxes on Social Security […]

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