Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118

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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 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.

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