Manage episode 291271540 series 2501672
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers.
(5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits.
(11:00) George asks for advice on deciding when to claim Social Security.
(22:00) A listener asks about how to convert money from a 457(b) plan into a Roth IRA.
(31:45) A listener wonders about the different tax consequences relating to taking money out of a 401(k) and IRA.
(42:30) George from Utah lays out his current investing philosophy and asks for an opinion on paying off a mortgage vs. investing that money.
(55:15) A Maryland listener asks about an IRA rollover and the related withdrawals of post-tax and pre-tax monies.
The post Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118 appeared first on The Retirement and IRA Show.