Social Security Benefits and Roth IRA Annuities: Q&A #2441

October 12, 2024

Social Security Benefits and Roth IRA Annuities: Q&A #2441

Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments…

(18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job.

(25:45) Georgette hopes for some help before she meets with Social Security to determine if she should take survivor benefits now.

(38:00) Jim and Chris revisit a question from last week. This week they dive deeper into the listener’s question addressing whether or not Roth IRA annuity payments from can be rolled over into a new Roth IRA.

Podcast: Play in new window | Download (Duration: 1:36:32 — 44.2MB)

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