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Social Security, Roth Conversions, RMD Calculations: Q&A #2540

Social Security, Roth Conversions, RMD Calculations: Q&A #2540

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Jim and Chris discuss listener questions on Social Security spousal benefits, a listener PSA on IRMAA repayment silence, IRMAA reduction eligibility and planning considerations, and a PSA on how 60-day rollover Roth conversions affect year-end RMD calculations.(7:45) A listener points out a possible error from a recent episode and looks for clarification whether delaying benefits […]

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