Social Security, Roth Withdrawals, and IRAs: Q&A #2426

June 29, 2024

Social Security, Roth Withdrawals, and IRAs: Q&A #2426

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

(13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options.

(26:30) A couple reevaluates when to begin taking Social Security.

(42:00) A listener looks for clarification on Roth Conversion rules.

(58:30) Jim and Chris answer a Roth withdrawal quandary.

(1:02:45) George asks if multiple IRAs with different timeline and investment goals is part of the strategy.

 

Podcast: Play in new window | Download (Duration: 1:28:10 — 40.4MB)

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.