When to Claim Social Security and Why Full Roth Conversion Might be a Mistake - 595
About this episode
The episode discusses the timing of claiming Social Security and the implications of full Roth conversions for retirement planning.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast number 595, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for Eeyore and Nurse Kathi: retired in Orlando, both 65, and they swear they've never heard this one on the show before: is a full Roth conversion strategy the way to go, or is there a point where you should stop? Harry and Sally in New York potentially moving to Florida, have been living off their brokerage for retirement account withdrawal for two years, and Sally is getting nervous. Is this a tax efficient retirement plan? When should they claim Social Security? And “When Can I Retire From 12 Hour Days” in Virginia is 62, single, and faced with the same decision: collect Social Security benefits at full retirement age, or hold out for the bigger check at 70? Free Financial Resources in This Episode: https://bit.ly/ymyw-595 (full show notes & episode transcript) 9th Annual YMYW Podcast Survey (password ymyw): https://www.surveymonkey.com/r/ymywpodcast2026/ Social Security Handbook - free download…
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