Social Security, Roth Conversions, Pensions/Annuities, and General Planning: Q&A #2036 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris discuss listeners’ questions involving Social Security, Roth conversions, pension/annuity distributions, and how rental properties are treated in our financial planning process. (6:20) A Virginian wants to know how to get his estimated Social Security benefit at age 70 while currently collecting a spousal benefit. (16:00) A listener asks for advice on when […]

Further episodes of The Retirement and IRA Show

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