Roth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement. (16:15) A […]