<p>In this episode, I answer 3 questions I recently received:</p><ol><li>Who will inherit my IRA when I die?</li><li>Can I contribute to my Roth IRA and Roth 401k at the same time?</li><li>Will I continue receiving my spouses Social Security benefit when they die?</li></ol><p>Enjoy the show!</p>

In this episode, I answer 3 questions I recently received:Who will inherit my IRA when I die?Can I contribute to my Roth IRA and Roth 401k at the same time?Will I continue receiving my spouses Social Security benefit when they die?Enjoy the show!

Naming Beneficiaries, Roth Limits, and Spousal Benefits

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!

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Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's to learning everything you need to know to live out your dream retirement!

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Naming Beneficiaries, Roth Limits, and Spousal Benefits

Naming Beneficiaries, Roth Limits, and Spousal Benefits

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