Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

January 18, 2020

Social Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003

Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more!

(2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits.

(14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension.

(33:20) A listener would like advice on what to do if Social Security has made an error and they don’t seem to be fixing it.

(37:30) Jim and Chris answer an email question about the SECURE Act and an inherited IRA.

(44:30) Another listener asks about backdoor Roth conversions and her SIMPLE IRA.

(54:00) A Californian would like clarity on a topic discussed in a previous podcast.

(1:02:00) A listener from Missouri wonders if his mother should change her beneficiary designation as a better financial strategy.

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