Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

June 22, 2024

Social Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs.

(3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit.

(14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions.

(24:00) George asks about the 5-year rule for taking distributions from a Roth IRA.

Podcast: Play in new window | Download (Duration: 1:11:43 — 32.8MB)

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