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