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Social Security, Roth Withdrawals, and IRAs: Q&A #2426

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.


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