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Podcasts » Social Security, Roth Conversions, and Retirement Spending: Q&A #2305
Social Security, Roth Conversions, and Retirement Spending: Q&A #2305
February 4, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending.
(13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced.
(19:00) George asks for additional information on disabled children being able to inherit Social Security payments and tax efficient Trust funding.
(52:15) A Californian listener looks for advice on the best retirement account to spend from regarding help with a home purchase for her son.
(1:03:00) A listener asks if he can do a small backdoor Roth contribution to open a Roth IRA and start the 5-year clock.
(1:16:15) A listener wonders if taking a distribution from the converted money market portion of a Roth IRA would violate the 5-year rule.
Podcast: Play in new window | Download (Duration: 1:29:54 — 41.2MB)
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