Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111

March 13, 2021

Social Security, Pensions, and Backdoor Roth Contributions: Q&A #2111

Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions.

(10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments.

(18:00) George from New York asks two questions. The first question relates to Social Security benefits.

(30:00) George’s second question concerns company pensions and the fear of companies buying out pension plans.

(45:15) A colleague of Jim and Chris reaches out with a question relating to backdoor Roth contributions.

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