Manage episode 289052896 series 2424283
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC.
(7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit.
(25:10) A CPA from Alabama commented on future tax credit proposals.
(30:50) A Californian has a comment about the possible elimination of the step-up in basis readjustment.
(34:20) A listener from Virginia has a comment about the possible impact Value-Added Taxes (VATs) could have on Social Security Cost of Living Adjustments (COLA).
(42:25) George from Oregon asks a question about Rollover IRAs.
(50:10) A South Carolinian is curious about self-funding for Long-Term Care, and if there is such thing as a “Catastrophic Coverage” Long-Term Care policy.
The post Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114 appeared first on The Retirement and IRA Show.