• Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

  • Jun 15 2024
  • Length: 1 hr and 24 mins
  • Podcast

Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424  By  cover art

Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424

  • Summary

  • Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you […]

    The post Social Security, 529 Conversions, FIAs, and RMDs: Q&A #2424 appeared first on The Retirement and IRA Show.

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