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Matrix Moments, by Matrix Partners India, is a podcast series dedicated to the founders, startups and all those within the ecosystem, through candid conversations on what we think it really takes to survive in this wild, wild startup world. In a world where we are endlessly engulfed with information in all its forms and sizes, this is our attempt to create, curate and bring to you the insights and reflections that we have had the luxury of having learned the hard way, through all the years s ...
Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102
Manage episode 281890465 series 2501672
By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths.
(5:42) A listener asks a question about Social Security Spousal Benefits.
(16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs.
(37:45) An Iowan would like more information on what a Multi-Year Guaranteed Annuity is.
(1:07:55) A listener asks about Mega Backdoor Roths.
The post Spousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102 appeared first on The Retirement and IRA Show.
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