Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

November 2, 2019

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

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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