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IRAs, Roth Conversions, and Social Security Details: Q&A #2031
Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details.
(8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time.
(13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring his lump-sum pension into the same IRA earlier that year.
(42:25) George from North Carolina asks about the best way to set up beneficiary designations for his parents IRAs.
(58:00) A listener from Washington inquires about Roth conversions and the importance of timing conversions to avoid tax implications.
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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