Q&A: Pension Options, Roth Conversions, Social Security

November 10, 2018

This week Jim and Chris discuss a listener’s question about ways of dealing with his State of Kentucky pension now that he’s working for the State of Ohio. The guys also answer a Louisiana listener’s question about Roth Conversions.

Four listeners (from Florida, Michigan, Tennessee, and Texas) had Social Security questions this week, including repaying benefits after withdrawing an application, will working while receiving SS increase payments upon full retirement, and more.

Podcast: Play in new window | Download (Duration: 1:10:57 — 32.5MB)

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