IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

December 12, 2020

IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions.

(2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA.

(13:10) A Texan listener asks what the best time for his wife to claim her spousal Social Security benefits alongside her current TRS pension would be.

(23:10) A listener from Ohio looks for clarification on ERISA rules relating to divorce and 401k beneficiaries.

(29:45) George from Arizona enquires for advice and clarity regarding the withdrawal of Social Security benefits.

(39:00) Listeners’ from Maine ask a question about Roth conversions and the combined income limits.

Podcast: Play in new window | Download (Duration: 47:38 — 21.8MB)

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