The Retirement and IRA Show

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


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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.

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

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