Social Security and Roth Conversion Strategies: Q&A #2545
Update: 2025-11-08
Description
With Jim is away at a conference, Chris is joined by Jake to discuss listener questions on Social Security survivor benefits, and Roth conversion strategies.
(6:30 ) A listener asks how a widow can maximize her Social Security benefit when her late husband had not yet claimed his.
(14:15 ) George seeks guidance on figuring out if he and his wife need to do Roth conversions, and, if so, how much.
(40:00 ) The guys address a listener considering redirecting new Roth contributions to instead pay taxes on larger Roth conversions in a higher tax bracket for the next five years.
The post Social Security and Roth Conversion Strategies: Q&A #2545 appeared first on The Retirement and IRA Show.
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