Artwork

Konten disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Player FM - Aplikasi Podcast
Offline dengan aplikasi Player FM !

Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

1:11:43
 
Bagikan
 

Manage episode 424882146 series 2424283
Konten disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 distributions from a Roth IRA.

The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.

  continue reading

357 episode

Artwork
iconBagikan
 
Manage episode 424882146 series 2424283
Konten disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 distributions from a Roth IRA.

The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.

  continue reading

357 episode

Semua episode

×
 
Loading …

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

 

Panduan Referensi Cepat