Social Security, IRAs, and Book Recommendations : Q&A #2106


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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 answer listeners’ question regarding Social Security, IRAs, and give a couple financial book recommendations.

(2:40) A local Coloradoan is referred to Jim from a colleague in Fort Collins to answer a Social Security question.

(13:00) George from West Virginia looks for clarification on spousal Social Security benefits and how they are calculated.

(18:50) A listener asks for advice on whether to save into a Roth 401k and do backdoor Roth conversions or to continue saving into a traditional IRA and 401k plan.

(25:45) A returning listener provides clarification on a previously asked question and looks for answers about WEP and GPO.

(31:00) Georgina from Texas asks for the best time to start taking survivor benefits from Social Security.

(57:30) A Californian listener asks for the best book recommendations concerning retirement and financial planning.

The post Social Security, IRAs, and Book Recommendations : Q&A #2106 appeared first on The Retirement and IRA Show.

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