Social Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324

June 17, 2023

Social Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions.

(9:00) George from Kansas asks a question from a client regarding Social Security and the claiming of benefits.

(19:00) George from Tennessee asks if we can explain how delayed Social Security credits after full retirement age are calculated.

(25:00) A listener from Arizona asks for some clarification on Roth IRAs and the five year rule.

(38:00) George from New York wonders about the flexibility for retirement withdrawals within TIAA and CREF 403(b) accounts.

(1:01:30) A listener from Tennessee looks for opinions on whether or not to claim his pension in a lump sum upon retiring.

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