Spousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212

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 spousal Social Security benefits, Roth conversions, rollovers, and pensions. (10:30) George from Michigan looks for clarification on the potential benefit of a spousal benefit for his wife. (24:00) George from Connecticut lays out his plan for multi-year Roth conversions and prioritizing the “0” in his 210 tax […]