The Retirement and IRA Show

Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334


Listen Later

Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number.

(7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools.

(30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble.

(56:00) A listener in Ohio looks for the teams thoughts on potentially moving from a term life insurance policy into a permanent policy.

(1:09:30) A Texan listener wonders if there is an approximate way for someone to estimate their minimum dignity floor (MDF) and fun number being 20 years out from retirement.

The post Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334 appeared first on The Retirement and IRA Show.

...more
View all episodesView all episodes
Download on the App Store

The Retirement and IRA ShowBy Jim Saulnier, CFP® & Chris Stein, CFP®

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

673 ratings


More shows like The Retirement and IRA Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

435 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

751 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,914 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,294 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

487 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

491 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

189 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

771 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

149 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

31 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

698 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

164 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners