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.
