Survivor Social Security and Lowering Taxes in Retirement - 399

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

🗓️ 11 October 2022

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe and Big Al explain when and how to claim Social Security survivor benefits and how earning income impacts your benefit if you collect Social Security before full retirement age. Plus, how much should you withdraw in retirement from tax-free, taxable, and tax-deferred accounts? Also, RMDs, deciding whether to keep a life insurance policy, and of course, Roth Conversion strategies - is the backdoor Roth better for long term portfolio growth? Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-399

Transcript

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0:00.0	Today on Your Money, Your Wells podcast number 399, Joe and Big Al, explain when and how to claim
0:06.4	Social Security survivor benefits and how earning income impacts your benefit if you collect
0:11.5	Social Security before full retirement age. Plus, how much should you withdraw in retirement from
0:17.0	tax-free, taxable, and tax-deferred accounts? Also, RMDs, deciding whether to keep a life insurance policy, and of course,
0:25.5	Roth conversion strategies.
0:27.0	Is the backdoor Roth better for long-term portfolio growth?
0:30.3	If you've got money questions, visit Your Money, Your Wealth.com, and click Ask Joe and Big Al on air.
0:35.8	I'm producer Andy Last, and here are the hosts of your money, your wealth,
0:39.8	Joe Anderson, CFP, and Big Al Clopine's CPA.
0:44.2	We got lamb.
0:46.4	Is that right?
0:47.4	Yeah, or lawn.
0:48.4	Lawn?
0:49.1	Lawn?
0:50.1	L-A-M?
0:51.0	Lon.
0:52.0	Could be either.
0:52.8	Hi.
0:53.5	All right.
0:53.9	Hi, I listen to your podcast in YouTube.
0:56.8	I'm going to retire in 2024 and I'm 60.
1:00.3	I'm eligible to claim at 60 because I'm a widow.
	...

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