Social Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204

January 22, 2022

Social Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204

Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing.

(5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit.

(13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account.

(22:00) George from New Mexico looks for advice on what to do regarding Roth IRA contribution limits.

(27:45) An Ohioan listener asks about converting post-tax dollars from a 401(k) plan into an IRA.

(39:30) A couple of listeners, one couple currently residing in Laglio, Italy ask about where to invest money in a retirement portfolio.

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