Social Security, Roth Withdrawals, and IRAs: Q&A #2426

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 29 June 2024

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:30) Jim and Chris […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice. All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy. All economic and performance information is historical in nature and is not indicative of any future results. Any indices mentioned on the show are unmanaged and cannot be invested indirectly. Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.8	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor.
0:38.2	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:43.6	Join us as certified financial planner Jim Sondier, 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
1:02.5	in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:08.2	they're available to help you plan for your retirement.
1:13.9	Just visit their website at Jimhelps.com.
1:17.5	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. Hello and welcome to the Retirement and IRA show, Q&A edition.
1:34.9	So we're recording this on what I feel is a fairly nice day here in Colorado at the end of June.
1:42.8	We're at the tail end.
1:44.0	This is the final Q&A show of National Annuity Awareness Month.
1:49.3	So I suspect Jim will squeeze in at least one annuity question on this show.
1:55.3	But as usual, we will likely start with a couple, at least one, maybe more, social security
2:02.0	questions.
2:03.7	Those are always popular.
2:06.2	Social security, as much as attention as it gets, surprising how misunderstood a lot of
	...

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