Episode Details

With Jim is away at a conference, Chris is joined by Jake to discuss listener questions on Social Security survivor benefits, and Roth conversion strategies.

(6:30) A listener asks how a widow can maximize her Social Security benefit when her late husband had not yet claimed his.

(14:15) George seeks guidance on figuring out if he and his wife need to do Roth conversions, and, if so, how much.

(40:00) The guys address a listener considering redirecting new Roth contributions to instead pay taxes on larger Roth conversions in a higher tax bracket for the next five years.

The post Social Security and Roth Conversion Strategies: Q&A #2545 appeared first on The Retirement and IRA Show.