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Social Security, Roth Withdrawals, and IRAs: Q&A #2426
Manage episode 426204224 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs.
(13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options.
(26:30) A couple reevaluates when to begin taking Social Security.
(42:00) A listener looks for clarification on Roth Conversion rules.
(58:30) Jim and Chris answer a Roth withdrawal quandary.
(1:02:45) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.
The post Social Security, Roth Withdrawals, and IRAs: Q&A #2426 appeared first on The Retirement and IRA Show.
323 episodes
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Manage episode 426204224 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs.
(13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options.
(26:30) A couple reevaluates when to begin taking Social Security.
(42:00) A listener looks for clarification on Roth Conversion rules.
(58:30) Jim and Chris answer a Roth withdrawal quandary.
(1:02:45) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.
The post Social Security, Roth Withdrawals, and IRAs: Q&A #2426 appeared first on The Retirement and IRA Show.
323 episodes
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Similar to The Retirement and IRA Show
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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