Social Security and Roth Conversion Strategies: Q&A #2545 cover art

Social Security and Roth Conversion Strategies: Q&A #2545

Social Security and Roth Conversion Strategies: Q&A #2545

Listen for free

View show details

About this listen

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 […]

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

No reviews yet
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.