Manage episode 291969784 series 2424283
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.