Social Security Benefits, Roth Conversions, and RMDs: QA #2446

November 16, 2024

Social Security Benefits, Roth Conversions, and RMDs: QA #2446

Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs.

(11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet.

(19:00) Chris tackles an interesting Social Security survivor benefits strategy question.

(28:15) A listener looks for clarity on timing his Roth conversion in relation to his monthly IRA SPIA payouts.

(49:45) The guys expand on RMD rules and how they apply to MYGAs.

(1:00:00) Jim and Chris answer whether Inherited IRAs are included in the taking your RMD before doing a Roth conversion rule.

Podcast: Play in new window | Download (Duration: 1:11:15 — 32.6MB)

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