Social Security, CARES Act, Roth Conversions, and Retirement Planning: Q&A #2230

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

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Business

Jim and Chris discuss listeners questions relating to Social Security, the CARES Act, PTE 2020-02, Roth conversions, and retirement planning. (4:15) A listener looks for clarification on the rules of spousal Social Security benefits. (13:45) George asks about the Social Security earnings test for collecting survivor benefits. (26:15) A listener wonders about the IRS 2020-50 […]