• Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512

  • Mar 22 2025
  • Length: 1 hr and 15 mins
  • Podcast

Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512

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  • Summary

  • Jim and Chris discuss listener questions relating to Social Security strategies, spousal benefits, Roth conversions, and annuities. (8:15) George asks whether a widow who was widowed before age 60 has two Social Security claiming strategies available based on the FRA benefit of each spouse.(20:30) The guys address a question about how spousal benefits are calculated […]

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