#SocialSecurity

On episode 220 of the Your Money, Your Wealth® podcast, Joe Anderson, CFP® and Big Al Cloopine, CPA answer your money questions: from collecting filed-and-suspended Social Security, living off of your investments overseas before taking Social Security, and how you transition from disability to regular Social Security, to how the sale of appreciated company stock or a Roth conversion will change your tax bracket, and what you need to do to prove a change to your state of residency. Plus, the fellas explain how the pro-rata rules for Thrift Savings Plans have changed. Read the transcript & show notes: bit.ly/YMYW-220
Download The Social Security Handbook:
purefinancial.com/white-paper...
00:00 - Intro
00:57 - Happy Birthday Big Al!
02:01 - Is My Plan to Live Off of My Investments Overseas Until I Take Social Security a Viable One?
07:37 - I Filed and Suspended Social Security. How Do I Get Paid Back Retroactively?
15:27 - Transitioning from Social Security Disability to Social Security
20:31 - Here's How the Pro-Rata Rules for the Thrift Savings Plan (TSP) Have Changed
25:07 - Will Appreciated Company Stock or a Roth Conversion Change My Tax Bracket?
29:38 - How Will the Sale of Company Stock Change My Tax Bracket?
35:01 - What Do We Need To Do to Prove a Change in State of Residency?
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