Is a Roth Conversion Affected By Social Security? - 248

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 19 November 2019

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Will a Roth IRA conversion be impacted by your Social Security benefit or vice versa? Plus, today we're talking Social Security spousal and survivor benefits, Roth IRA conversions, earned income, ordinary income, modified adjusted gross income, and taxable income. We’re also talking about taking this job, shoving it, and doing Roth conversions all the way to Tennessee! Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-248

Transcript

Click on a timestamp to play from that location

0:00.0	Today on Your Money, Your Wealth, we're talking all about Social Security spousal and survivor benefits,
0:05.7	Roth IRA conversions, and whether a Roth conversion is impacted by your Social Security benefit or vice versa.
0:12.6	We're talking earned income, ordinary income, modified adjusted gross income, and taxable income.
0:18.1	And we're talking about taking this job, shoving it, and doing Roth conversions
0:21.5	all the way to Tennessee. I'm producer Andy Last, and here are Joseph Chip Anderson, CFP,
0:27.2	and Big Al Clopine CPA, who will be vacationing in New Zealand during parts of this episode.
0:33.4	Floor from Canaga Park. Canoga. Canoga. Canoa.
0:37.8	I knew that.
0:38.4	Do I practiced it?
0:40.4	Not enough.
0:41.3	Which almost guarantees you'll get it wrong.
0:43.4	Canoga.
0:44.0	I don't even know where the hell Canoga Park is.
0:45.8	I think it's L.A. area.
0:46.7	It's L.A.
0:47.3	Yeah.
0:48.0	Okay.
0:48.7	Southern California.
0:50.3	All right, Floor.
0:51.5	He writes, Hi, Big Al, in Energetic Joe.
0:55.3	Yeah, that's pretty good.
0:57.0	Yeah, it's an energetic Joe.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Your Money, Your Wealth, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Your Money, Your Wealth and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.