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Social Security Benefits and Roth IRA Annuities: Q&A #2441
Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments...
(18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job.
(25:45) Georgette hopes for some help before she meets with Social Security to determine if she should take survivor benefits now.
(38:00) Jim and Chris revisit a question from last week. This week they dive deeper into the listener's question addressing whether or not Roth IRA annuity payments from can be rolled over into a new Roth IRA.
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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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