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Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942 - The Retirement and IRA Show

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942 - The Retirement and IRA Show

Update: 2019-11-02
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Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage.


(18:15 ) A listener from Georgia asks how specific the 10-year rule is.


(23:45 ) A Floridian asks how annuities are affected if a stretch IRA goes away.


(33:00 ) A Tennessee listener seeks wisdom when considering paying the taxes on a Roth conversion.


(50:40 ) An Illinois listener wonders how remarriage might affect his SS benefits.


The post Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942 appeared first on The Retirement and IRA Show.

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Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942 - The Retirement and IRA Show

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942 - The Retirement and IRA Show