Ep 165: Social Security Advanced Planning
Update: 2025-09-16
Description
In this episode, David Zaegel wraps up the series on Social Security by discussing advanced topics, including the importance of Roth IRA conversions and their tax implications. He emphasizes the need for strategic planning to protect surviving spouses and maximize benefits from Social Security and IRAs. The conversation highlights the interplay between tax strategies and retirement planning, urging listeners to consider the long-term effects of their financial decisions.
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