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Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
Manage episode 424882146 series 2424283
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs.
(3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit.
(14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions.
(24:00) George asks about the 5-year rule for taking distributions from a Roth IRA.
The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.
317 episodes
Manage episode 424882146 series 2424283
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs.
(3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit.
(14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions.
(24:00) George asks about the 5-year rule for taking distributions from a Roth IRA.
The post Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425 appeared first on The Retirement and IRA Show.
317 episodes
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