Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

July 31, 2021

Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s.

(4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit.

(12:15) A Floridian asks about the idea of claiming Social Security early to collect a benefit for a minor child.

(33:00) A Missouri listener wonders about the Windfall Elimination Provision (WEP).

(38:00) A listener asks about the taxation of rolling a 401(k) into a Roth IRA.

(43:45) A New Hampshire listener asks about naming children as beneficiaries on their IRAs using the “per-stirpes” method.

Podcast: Play in new window | Download (Duration: 59:21 — 27.2MB)

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