cover of episode Survivor Social Security and Lowering Taxes in Retirement - 399

Survivor Social Security and Lowering Taxes in Retirement - 399

2022/10/11
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

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Shownotes Transcript

Joe and Big Al explain when and how to claim Social Security survivor benefits and how earning income impacts your benefit if you collect Social Security before full retirement age. Plus, how much should you withdraw in retirement from tax-free, taxable, and tax-deferred accounts? Also, RMDs, deciding whether to keep a life insurance policy, and of course, Roth Conversion strategies - is the backdoor Roth better for long term portfolio growth? Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-399)