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

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Manage episode 426204224 series 2424283
内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

  continue reading

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Artwork
icon分享
 
Manage episode 426204224 series 2424283
内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

  continue reading

365集单集

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