Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119

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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, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs.

(11:45) George from New York looks for clarification on Social Security and surviving spousal benefits.

(17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule.

(27:45) A listener wonders about the taxation of traditional IRAs and rollover IRAs when partially funded with after tax dollars.

(38:30) A listener asks about the rules surrounding hybrid long term care policies (LTC).

(52:45) An Arizonian listener looks for clarification on the calculation/timing of his RMDs.

The post Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119 appeared first on The Retirement and IRA Show.

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