• Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503

  • Jan 18 2025
  • Length: 1 hr and 6 mins
  • Podcast

Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503

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  • Summary

  • Jim, Chris, and Jake sit down to discuss listener questions relating to contributions, Social Security, 415 limits, and beneficiaries. PSA: Chris and Jake review several questions from this weeks EDU show relating to 415 limits, new age 60-63 “super” catch-up contributions effective under SECURE 2.0. (10:30) A listener looks for clarification on his wife’s spousal […]

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