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Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944
Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more!
(11:55) A listener asks Jim and Chris what is considered "earned" income and if he should continue Roth contributions after retirement.
(21:20) A Texan wants to know how earning over the limit income will affect her Social Security.
(28:25) A Virginia listener wonders if his wife can do SEPP and also Roth conversions within the same account each year.
(43:20) From Minnesota, a listener asks if there's a good way to determine if a Roth conversion is a good idea.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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