Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

September 5, 2020

Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036

Jim and Chris discuss listeners’ questions involving Social Security, Roth conversions, pension/annuity distributions, and how rental properties are treated in our financial planning process.

(6:20) A Virginian wants to know how to get his estimated Social Security benefit at age 70 while currently collecting a spousal benefit.

(16:00) A listener asks for advice on when to collect Social Security and the family maximum benefit.

(24:50) A local listener looks for clarification on the correct sequence of steps to successfully complete a Roth conversion.

(39:00) A listener has a comment about pensions and monthly distributions.

(49:30) George has a question about how rental properties are included in our retirement planning process.

Podcast: Play in new window | Download (Duration: 1:06:09 — 31.0MB)

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