Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

July 30, 2022

Roth Conversions, RMDs, Social Security, and Retirement Planning: Q&A #2231

Jim and Chris sit down to discuss listeners questions relating to Roth conversions, RMDs, Social Security and retirement planning.

(7:00) A Texan listener makes a comment about 1035 exchanges.

(10:30) A listener from Seattle looks for quick clarification on a Roth conversion question.

(14:50) George from New Jersey asks about how his wife should handle taking an inherited IRA RMD for last year and this year.

(26:45) A listener from Tennessee looks for opinions on his preliminary retirement plan and always taxable accounts.

(49:00) Georgette from DC asks a quick question about Social Security survivorship benefits.

(53:00) George wonders about Social Security inflationary adjustments and if they’ll be updated prior to him claiming his benefit.

Podcast: Play in new window | Download (Duration: 1:05:44 — 30.1MB)

Subscribe: RSS

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

© 2024, Jim Saulnier & Associates All rights reserved.

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.