Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313
April 1, 2023
Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF.
(5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation.
(16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were to pass away.
(25:00) George in Massachusetts wonders about the required minimum distribution (RMD) from an inherited IRA.
(39:00) A listener asks a couple of questions regarding Roth conversions and the rules associated with conversions.
(56:30) A listeners looks for clarification on the ideal way to estimate a portfolio’s value 10 years down the line.
(1:05:00) A listener looks for thoughts on using 30-year Treasuries to cover the remaining portion of their Delay-Period MDF.
Podcast: Play in new window | Download (Duration: 1:23:37 — 38.3MB)
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