Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

December 18, 2021

Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151

Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions.

(3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit.

(7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for him and his wife.

(16:15) George from Indiana wonders about the legitimacy of government I-Bonds.

(46:15) A Georgian listener looks for clarification on a question answered in a previous podcast episode.

(52:30) A listener asks about delaying Social Security passed the age of 70 in order to try and convert more TSP money into a Roth account.

Podcast: Play in new window | Download (Duration: 1:04:54 — 29.7MB)

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