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Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
Manage episode 398964791 series 2424283
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs.
(3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test.
(9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement.
(16:15) A listener asks about building CD ladders and how to re-invest the funds as they mature throughout the ladder.
(36:45) A Colorado listener wonders how to look into SPIAs and determine if they’re being issued by a private equity insurance company.
The post Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 appeared first on The Retirement and IRA Show.
324 episodes
Manage episode 398964791 series 2424283
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs.
(3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test.
(9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement.
(16:15) A listener asks about building CD ladders and how to re-invest the funds as they mature throughout the ladder.
(36:45) A Colorado listener wonders how to look into SPIAs and determine if they’re being issued by a private equity insurance company.
The post Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405 appeared first on The Retirement and IRA Show.
324 episodes
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