Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

September 3, 2022

Social Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236

Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning.

(8:30) A Floridian listener asks about his spouses Social Security benefit amount.

(18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit.

(24:45) George in North Carolina remarks about the Minimum Dignity Floor (MDF) EDU episodes and next weeks EDU episode topic.

(28:25) A listener from Nevada looks for thoughts on the best way to pass IRAs to his children with minimal tax implications.

(58:00) George in California looks for clarification on the taxation of Roth conversions and life insurance.

(1:06:00) George from Texas wonders what the ideal timing is for getting a retirement plan done.

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