Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206

February 5, 2022

Social Security, Roth conversions, and 403(b) Accounts: Q&A #2206

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, 403(b)’s, and other retirement accounts.

(26:00) An Indiana listener wonders about the Social Security COLA adjustment for disability benefits.

(28:45) George from Georgia looks for suggestions on getting information regarding a SSA-1099 form.

(35:00) A listener looks for clarification on his wife claiming Social Security and a spousal benefit.

(41:45) A Californian listener asks about paying for the taxes on a Roth conversion from an IRA rather than a set aside account.

(51:45) A listener looks for clarification on converting 403(b) monies into an IRA and the tax burden associated with doing so.

(1:07:30) A new planner looks for advice on learning more about retirement accounts.

Podcast: Play in new window | Download (Duration: 1:23:08 — 38.1MB)

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