• Adding Social Security to Your Retirement Income Plan

  • Jul 2 2024
  • Length: 13 mins
  • Podcast

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Adding Social Security to Your Retirement Income Plan

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  • Summary

  • In retirement, your income source is different than it was during your working years. With inflation and market fluctuations to consider, how can you build an income plan that is strong and stable? Alan and Troy share what a comprehensive retirement income plan looks like and what kind of accounts you want to draw from first.

    Then, they talk through strategies around Roth conversions. Is it right for you? While there are limits to how much you can contribute to a Roth IRA each year, does that rule apply for Roth conversions? What kind of impact could it have on your taxes or Medicare? Bottom line: talk with a financial advisor to determine the right next steps for you and your unique situation.

    Here’s some of what we discuss in this episode:

    • Mailbag: Starting Social Security at age 70?
    • Mailbag: Can I do a Roth conversion for any amount of money?
    • Past performance is not the same as future results.
    • Why working with a financial advisor matters.

    Get additional financial resources here: https://mercurioadvisors.com/podcasts/
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