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

Update: 2024-06-22

Description

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.

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

Jim Saulnier, CFP® & Chris Stein, CFP®

#box-pro-ellipsis-17292459300284{-webkit-line-clamp:2;}Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

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

Jim Saulnier, CFP® & Chris Stein, CFP®

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