Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

The Retirement and IRA Show

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7d ago 1:24:08

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Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs).

(4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer.

(15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you delay claiming.

(29:30) Georgette wonders if she meets the time requirements for rolling a New York 529 plan into a Roth IRA.

(46:45) George looks for clarification on converting a 529 plan into a Roth IRA and the specific rules behind the conversion.

(58:45) A listener asks if there’s any way to project fixed index annuities (FIAs) future fair market values to help determine its RMD impacts.

The post Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 appeared first on The Retirement and IRA Show.

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