Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532
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Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532
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About this listen
Jim and Chris discuss listener questions on Social Security timing strategies, Roth conversions in an RMD year, annuity return calculations, account sourcing for SPIA purchases, and Rule of 55 withdrawal rules.(12:30) A listener asks whether his brother should delay claiming Social Security to age 70 for better longevity protection despite a narrow breakeven.(35:15) George asks […]
The post Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532 appeared first on The Retirement and IRA Show.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.