Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332

August 12, 2023

Social Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332

Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments.

(2:45) Georgette from New York looks for some clarification on collecting her own Social Security benefit given a couple of unique items specific to her case.

(12:30) A listener provides his input and thoughts on Jim and Chris’s thoughts towards using AAA rated insurance companies when purchasing an annuity.

(33:45) Georgette from Colorado asks about how to stay under the IRMAA brackets when considering Roth conversions.

(43:15) A listener in Alabama references a previous show on the buffered products and how they’re potentially utilized within our firm.

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