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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.
By Jim Saulnier, CFP® & Chris Stein, CFP®4.3
696696 ratings
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.

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