Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

November 16, 2019

Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more!

(11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement.

(21:20) A Texan wants to know how earning over the limit income will affect her Social Security.

(28:25) A Virginia listener wonders if his wife can do SEPP and also Roth conversions within the same account each year.

(43:20) From Minnesota, a listener asks if there’s a good way to determine if a Roth conversion is a good idea.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.