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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
Manage episode 426204224 series 2424283
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs.
(13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options.
(26:30) A couple reevaluates when to begin taking Social Security.
(42:00) A listener looks for clarification on Roth Conversion rules.
(58:30) Jim and Chris answer a Roth withdrawal quandary.
(1:02:45) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.
The post Social Security, Roth Withdrawals, and IRAs: Q&A #2426 appeared first on The Retirement and IRA Show.
344 episoder
Manage episode 426204224 series 2424283
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs.
(13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options.
(26:30) A couple reevaluates when to begin taking Social Security.
(42:00) A listener looks for clarification on Roth Conversion rules.
(58:30) Jim and Chris answer a Roth withdrawal quandary.
(1:02:45) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.
The post Social Security, Roth Withdrawals, and IRAs: Q&A #2426 appeared first on The Retirement and IRA Show.
344 episoder
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