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Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313

Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF.

(5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation.

(16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were to pass away.

(25:00) George in Massachusetts wonders about the required minimum distribution (RMD) from an inherited IRA.

(39:00) A listener asks a couple of questions regarding Roth conversions and the rules associated with conversions.

(56:30) A listeners looks for clarification on the ideal way to estimate a portfolio's value 10 years down the line.

(1:05:00) A listener looks for thoughts on using 30-year Treasuries to cover the remaining portion of their Delay-Period MDF.

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About the Show

About the Show

What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.