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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.
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Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446

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Manage episode 450454118 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://podcastplayer.com/legal.

Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs.

(11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet.

(19:00) Chris tackles an interesting Social Security survivor benefits strategy question.

(28:15) A listener looks for clarity on timing his Roth conversion in relation to his monthly IRA SPIA payouts.

(49:45) The guys expand on RMD rules and how they apply to MYGAs.

(1:00:00) Jim and Chris answer whether Inherited IRAs are included in the taking your RMD before doing a Roth conversion rule.

The post Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446 appeared first on The Retirement and IRA Show.

  continue reading

404 episodes

Artwork
iconShare
 
Manage episode 450454118 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://podcastplayer.com/legal.

Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs.

(11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet.

(19:00) Chris tackles an interesting Social Security survivor benefits strategy question.

(28:15) A listener looks for clarity on timing his Roth conversion in relation to his monthly IRA SPIA payouts.

(49:45) The guys expand on RMD rules and how they apply to MYGAs.

(1:00:00) Jim and Chris answer whether Inherited IRAs are included in the taking your RMD before doing a Roth conversion rule.

The post Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446 appeared first on The Retirement and IRA Show.

  continue reading

404 episodes

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