Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

March 19, 2022

Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

Jim and Chris discuss listeners questions relating to spousal Social Security benefits, Roth conversions, rollovers, and pensions.

(10:30) George from Michigan looks for clarification on the potential benefit of a spousal benefit for his wife.

(24:00) George from Connecticut lays out his plan for multi-year Roth conversions and prioritizing the “0” in his 210 tax number.

(45:00) An Ohioan listener asks about an in-service distribution from a 401(k) into a separated rollover IRA as well as a Roth IRA.

(52:30) George from Massachusetts looks for advice on whether or not he should annuitize his pensions to optimize his secure income in retirement.

Podcast: Play in new window | Download (Duration: 1:20:51 — 37.0MB)

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