Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
June 22, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks about the 5-year rule for taking...
Listen NowLife Insurance Versus Roth IRAs: EDU #2329
July 19, 2023
Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E29.mp3 Podcast: Play in new window | Download (Duration: 1:05:09 — 29.8MB) Subscribe:...
Listen NowSocial Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
June 17, 2023
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...
Listen NowSocial Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317
April 29, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRA recharacterizations, and 403(b)’s. (6:45) A Massachusetts listener wonders what her Social Security survivorship benefit would be if her husband were to claim benefits early at age 62. (16:00) A Connecticut listener asks for clarification on the timing of claiming your Social Security benefit and...
Listen Now
