Episode 111 - Maximizing Social Security & Roth IRA Conversions with guest Mary Beth Franklin, CFP

Retire Secure!
07/01/2015 49 min
Episode 111 - Maximizing Social Security & Roth IRA Conversions with guest Mary Beth Franklin, CFP

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Episode Synopsis

Social Security Benefit Maximization and Roth IRA Conversions
Jim Lange, CPA/Attorney
Guest: Mary Beth Franklin, CFP
Episode 111

TOPICS COVERED:
Guest Introduction: Mary Beth Franklin, CFP
Making Social Security Work the Best for You
Social Security vs. Private Annuities
Apply and Suspend
Best Time to do a Roth Conversion
Increased Taxation of Social Security or Medicare Part B
Synergy between Social Security Collection and Roth Conversion
Social Security Benefits after a Divorce

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