Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

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By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jim and Chris sit down to discuss listeners questions relating to Roth conversions, RMDs, Social Security and retirement planning.

(7:00) A Texan listener makes a comment about 1035 exchanges.

(10:30) A listener from Seattle looks for quick clarification on a Roth conversion question.

(14:50) George from New Jersey asks about how his wife should handle taking an inherited IRA RMD for last year and this year.

(26:45) A listener from Tennessee looks for opinions on his preliminary retirement plan and always taxable accounts.

(49:00) Georgette from DC asks a quick question about Social Security survivorship benefits.

(53:00) George wonders about Social Security inflationary adjustments and if they’ll be updated prior to him claiming his benefit.

The post Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231 appeared first on The Retirement and IRA Show.

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