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

from Retire Secure! · host James Lange

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

Episode metadata supplied by the publisher feed · Published Jan 7, 2015

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

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