Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

January 9, 2021

Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102

Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths.

(5:42) A listener asks a question about Social Security Spousal Benefits.

(16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs.

(37:45) An Iowan would like more information on what a Multi-Year Guaranteed Annuity is.

(1:07:55) A listener asks about Mega Backdoor Roths.

Podcast: Play in new window | Download (Duration: 1:23:15 — 38.1MB)

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