Social Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317

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 listener questions relating to Social Security, Roth IRA recharacterizations, and 403(b)’s. (6:45) A Massachusetts listener wonders what her Social Security survivorship benefit would be if her husband were to claim benefits early at age 62. (16:00) A Connecticut listener asks for clarification on the timing of claiming your […]