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Podcasts » Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
November 2, 2019
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage.
(18:15) A listener from Georgia asks how specific the 10-year rule is.
(23:45) A Floridian asks how annuities are affected if a stretch IRA goes away.
(33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a Roth conversion.
(50:40) An Illinois listener wonders how remarriage might affect his SS benefits.
Podcast: Play in new window | Download (Duration: 1:08:13 — 31.2MB)
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