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Social Security, Roth Conversions, and LTC: Q&A #2113
March 27, 2021
Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance.
(6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on.
(18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social Security benefits.
(33:30) George from Virginia looks for help on Roth conversions and their strategy to pay for the taxes on the conversion.
(46:00) A listener voices his opinion on purchasing LTC insurance and the lengthy list of exclusions within the insurance policies.
Podcast: Play in new window | Download (Duration: 1:07:57 — 31.1MB)
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