This week on Your Money, Your Wealth® podcast 248 with Joe Anderson, CFP® and Big Al Clopine, CPA: Will a Roth IRA conversion be impacted by your Social Security benefit or vice versa? Plus, we’re talking Social Security spousal and survivor benefits, Roth IRA conversions, earned income, ordinary income, modified adjusted gross income, and taxable income. We’re also talking about taking this job, shoving it, and doing Roth conversions all the way to Tennessee! Send in your money questions, read the transcript & access free financial resources:

Free download – The Social Security Handbook:

00:33 – Can I Take Social Security While Working and Put it in My 401(k)?

05:46 – Is the Survivor Benefit Affected by Taking Social Security Early?

10:20 – How Will Not Working to 70 Affect the Social Security Benefit?

16:01 – Will My Roth Conversion Be Affected By My Social Security Benefit?

23:47 – Should I Do a Roth IRA Conversion and How Do I Do It?

32:24 – Would a Roth Conversion Be Included in AGI?

37:32 – Can I Roll Pre-Tax Money Into My IRA and Roth 401(k) Money Into My Roth IRA When I Quit?

40:05 – Is it a Good Idea to Do Roth Conversions When We Downsize and Live Off the House Proceeds?

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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthPodcast…(read more)

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