
Episode 12
Naming Beneficiaries, Roth Limits, and Spousal Benefits
February 28, 202310m 26s
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Show Notes
In this episode, I answer 3 questions I recently received:
- Who will inherit my IRA when I die?
- Can I contribute to my Roth IRA and Roth 401k at the same time?
- Will I continue receiving my spouses Social Security benefit when they die?
Enjoy the show!
Topics
retirementinvestingretirement planningsocial securitytaxestax