Social Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110

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By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

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