Old IRAs, Rollovers, and Spousal Benefits – Mailbag

Money Wisdom

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1+ y ago 9:08

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On today’s episode, we’ll dive into the mailbag to answer a few financial questions that we’ve been asked recently. The topics we’ll tackle today are what to do with old IRAs, rolling over retirement accounts, and Social Security benefits for ex-spouses. If you’ve been curious about any of these financial planning items, then you’ll want to listen to this show.

Here are a few of the things we discuss in this episode:

1:55 – Mailbag question 1 – Should I cash out an old IRA?

3:22 – More accounts doesn’t mean more diversification

5:02 – Mailbag question 2 – Is it okay to do a rollover now and in the near future or all at once?

6:48 – Mailbag question 3 – Can I collect on my ex-husband’s Social Security benefit?

7:40 – Why you want to get the Money Map retirement review

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