The Retirement and IRA Show

Social Security, Roth Withdrawals, and IRAs: Q&A #2426


Listen Later

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.

...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

677 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

774 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,917 Listeners

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

Retirement Answer Man

1,279 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

497 Listeners

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

Big Picture Retirement®

508 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

561 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

549 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

786 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

152 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)

528 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

720 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

161 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners