Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130

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Jim and Chris sit down to discuss listeners questions relating to Social Security, reserve funds, ACA tax credits, and leaving an IRA as inheritance.

(3:15) Georgette from New York looks for advice on when to claim her own Social Security benefit and when to file for a spousal benefit.

(21:00) Georgette from New York asks a second question about how much money to keep in liquid funds in case the market declines and where to keep those funds.

(36:30) George from Florida looks for tips on the recent ACA healthcare tax credit changes and and asks about Roth conversions.

(45:00) A listener asks about leaving an IRA as inheritance to his grandchildren.

The post Social Security, Reserve Funds, ACA Credits, and Inheritance: Q&A #2130 appeared first on The Retirement and IRA Show.

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