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


Retire Secure!

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

The Best Free Audio Library in the United States for IRA and retirement plan owners.  After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money.  All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country.   Jim reads the books and develops intelligent questions and those questions make up the basis for the shows.  Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many...