Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

September 4, 2021

Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136

Jim and Chris sit down to discuss listener questions about Social Security, inherited Roth IRAs, DIAs, Roth conversions, and durable powers of attorney.

(4:30) George asks a question about Social Security claiming strategies for surviving spouses.

(17:45) A Minnesotan wonders what the tax implications are when it comes to inherited Roth IRAs.

(32:00) An Ohioan asks a question about purchasing a Deferred Income Annuities (DIA).

(49:45) George wants clarification about converting his SEP IRA and Traditional IRA to a Roth IRA.

(56:00) A listener sends in a warning about using a durable power of attorney to change beneficiary designations.

Podcast: Play in new window | Download (Duration: 1:12:45 — 33.3MB)

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