Social Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329

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, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind a client of his claiming a Social Security survivor benefit as well as her own benefit. (22:15) Jim and Chris talk about possible changes to pensions […]