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.

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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.