Social Security, IRAs, Roth Conversions, and Taxes: Q&A #2043

October 24, 2020

Social Security, IRAs, Roth Conversions, and Taxes: Q&A #2043

Jim and Chris discuss comments relating to Social Security while answering questions about IRAs and taxes.

(Intro) Two listeners; one from Pennsylvania and one from Texas reach out to Chris for clarity on a Social Security question asked on a previous Q&A regarding delayed retirement credits.

(22:10) A returning listener who panicked when the stock market crashed in March provides an update on what he’s been doing and asks a question relating to Roth conversions.

(37:07) George asks why he should bother with “sometimes taxable accounts” along with some clarity on why it’s important to diversify your types of accounts in relation to taxes.

Podcast: Play in new window | Download (Duration: 1:14:26 — 33.6MB)

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