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Podcasts » Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
March 6, 2021
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection.
(5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit.
(14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP (Windfall Elimination Provision).
(30:15) Georgette brings up a frustrating point made by Chris in a previous show and the concept of “pay it now or pay it later” for Roth conversions.
(49:45) A listener from Connecticut wonders about the uses of indexed annuities and the ability to live tax free in retirement.
(58:00) George proposes a question about the creditor protection for inherited IRAs.
Podcast: Play in new window | Download (Duration: 1:30:44 — 41.5MB)
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