Social Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040

Published: Oct. 3, 2020, 4 a.m.

Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts. (6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits. (13:45) Georgette from California asks a question about which date she should file for Social Security benefits. (29:35) George from Illinois asks about Mega […]

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