Social Security, Roth Conversions, and LTC: Q&A #2113


Manage episode 288448999 series 2424283
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 pertaining to Social Security, Roth conversions, and long term care (LTC) insurance.

(6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on.

(18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social Security benefits.

(33:30) George from Virginia looks for help on Roth conversions and their strategy to pay for the taxes on the conversion.

(46:00) A listener voices his opinion on purchasing LTC insurance and the lengthy list of exclusions within the insurance policies.

The post Social Security, Roth Conversions, and LTC: Q&A #2113 appeared first on The Retirement and IRA Show.

432 episodes