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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