Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 22 March 2025

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jim and Chris discuss listener questions relating to Social Security strategies, spousal benefits, Roth conversions, and annuities. (8:15) George asks whether a widow who was widowed before age 60 has two Social Security claiming strategies available based on the FRA benefit of each spouse.(20:30) The guys address a question about how spousal benefits are calculated […]

Transcript

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0:26.8	without first consulting your financial legal or tax advisor.
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0:33.3	advisor.
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0:43.7	Join us as certified financial planner Jim Sonier, as well as Colorado State University
0:48.6	Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401Ks, annuities, social security,
0:57.0	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live
1:02.6	in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:08.3	they're available to help you plan for your retirement.
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1:17.6	That's Jim H-E-L-P-S.com.
1:20.0	And click the Meet the Team button on the homepage.
1:22.9	Now here's Jim and Chris with today's show. Well, hello and welcome to the Retirement and IRA show Q&A edition for this week.
1:36.0	I'm excited to be with you today.
1:38.6	Not sure why.
1:39.7	Just looking forward to today's show, I guess.
	...

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