Manage episode 286661062 series 2501672
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection.
(5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit.
(14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP (Windfall Elimination Provision).
(30:15) Georgette brings up a frustrating point made by Chris in a previous show and the concept of “pay it now or pay it later” for Roth conversions.
(49:45) A listener from Connecticut wonders about the uses of indexed annuities and the ability to live tax free in retirement.
(58:00) George proposes a question about the creditor protection for inherited IRAs.
The post Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110 appeared first on The Retirement and IRA Show.