Social Security, Roth Withdrawals, and IRAs: Q&A #2426

Update: 2024-06-29

Description

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs.

(13:00 ) Georgette has been getting mixed messages about her survivor and spousal benefit options.

(26:30 ) A couple reevaluates when to begin taking Social Security.

(42:00 ) A listener looks for clarification on Roth Conversion rules.

(58:30 ) Jim and Chris answer a Roth withdrawal quandary.

(1:02:45 ) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.

The post Social Security, Roth Withdrawals, and IRAs: Q&A #2426 appeared first on The Retirement and IRA Show.

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Social Security, Roth Withdrawals, and IRAs: Q&A #2426

Jim Saulnier, CFP® & Chris Stein, CFP®

#box-pro-ellipsis-172577025304845{-webkit-line-clamp:2;}Social Security, Roth Withdrawals, and IRAs: Q&A #2426

Social Security, Roth Withdrawals, and IRAs: Q&A #2426

Jim Saulnier, CFP® & Chris Stein, CFP®

Social Security, Roth Withdrawals, and IRAs: Q&A #2426