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Podcasts » Social Security, IRAs, and Book Recommendations : Q&A #2106
Social Security, IRAs, and Book Recommendations : Q&A #2106
February 6, 2021
Jim and Chris sit down to answer listeners’ question regarding Social Security, IRAs, and give a couple financial book recommendations.
(2:40) A local Coloradoan is referred to Jim from a colleague in Fort Collins to answer a Social Security question.
(13:00) George from West Virginia looks for clarification on spousal Social Security benefits and how they are calculated.
(18:50) A listener asks for advice on whether to save into a Roth 401k and do backdoor Roth conversions or to continue saving into a traditional IRA and 401k plan.
(25:45) A returning listener provides clarification on a previously asked question and looks for answers about WEP and GPO.
(31:00) Georgina from Texas asks for the best time to start taking survivor benefits from Social Security.
(57:30) A Californian listener asks for the best book recommendations concerning retirement and financial planning.
Podcast: Play in new window | Download (Duration: 1:09:50 — 32.0MB)
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