DiscoverThe Retirement and IRA ShowSocial Security Benefits and Roth IRA Annuities: Q&A #2441
Social Security Benefits and Roth IRA Annuities: Q&A #2441

Social Security Benefits and Roth IRA Annuities: Q&A #2441

Update: 2024-10-12
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Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments…


(18:00 ) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job.


(25:45 ) Georgette hopes for some help before she meets with Social Security to determine if she should take survivor benefits now.


(38:00 ) Jim and Chris revisit a question from last week. This week they dive deeper into the listener’s question addressing whether or not Roth IRA annuity payments from can be rolled over into a new Roth IRA.


The post Social Security Benefits and Roth IRA Annuities: Q&A #2441 appeared first on The Retirement and IRA Show.

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Social Security Benefits and Roth IRA Annuities: Q&A #2441

Social Security Benefits and Roth IRA Annuities: Q&A #2441

Jim Saulnier, CFP® & Chris Stein, CFP®