Social Security, Rollover Options, and IRA Conversions: Q&A #2047

November 21, 2020

Social Security, Rollover Options, and IRA Conversions: Q&A #2047

Jim and Chris discuss listeners’ questions relating to Social Security, Rollover Options, and IRA conversions.

(2:00) George from Chicago asks a question about when the overall best time to claim Social Security is.

(10:50) A listener from North Carolina asks for advice on taking a lump sum buyout from his employer and rolling it into his 401k or IRA to avoid tax implications.

(23:00) A listener asks a couple of questions relating to maxing out annual IRA contributions and the idea of converting portions of his traditional IRA into a Roth IRA.

(37:55) George looks for the opinion of Jim and Chris on him and his wife’s Social Security plan after creating it on the basis of previous podcast advice.

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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.