Offline dengan aplikasi Player FM !
Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Manage episode 424882146 series 2424283
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.
357 episode
Manage episode 424882146 series 2424283
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.
357 episode
Semua episode
×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.