Ep 101: Roth Income Limits, Roth Conversions, Extra Savings And Spousal Social Security - Mailbag Episode

The Retirement Show: Your Life, Your Money with Scott Sierens

English - April 27, 2023 09:00 - 23 minutes - 22.4 MB - ★★★★★ - 3 ratings
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Previous Episode: Ep 100: 10 Lessons From Successful Retirees

Next Episode: Ep 102: 7 Pre-Retirement Tax Questions in 2023

We’re going to dive into some listener questions today! In this mailbag episode, we’ll discuss the differences between Roth conversions and Roth contributions and clarify which of these options have income limits. We will also explore what to do if your 401k contributions are already maxed out. We’ll then wrap up with an insightful discussion on spousal Social Security benefits.

Here are a few lessons that we’ll discuss in this episode:

The difference between Roth conversions and Roth contributions. (3:51) Where should you be saving if you maxed out your 401(k)? (10:54) Understanding Social Security Spousal benefits. (15:58)

When to take Social Security Video: https://youtu.be/rpFdrpOHdUU

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: [email protected]

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

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