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Can I Use My Required Distribution to Fund a Roth IRA?

Q: I am 73 years old and receiving a required minimum distribution (RMD) of approximately $18,000 a year from my individual retirement account. Since I pay income tax on this distribution, can I simply redeposit it in a Roth IRA?

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How Much Social Security Would My Wife Get as a Survivor?

Q: I'm drawing my full Social Security benefit, which I qualified for at age 66. My wife is 54, so I will most likely pass away before she does. My monthly benefit is approximately $2,380, much more than her expected benefit. If she claims mine, will she get 100% of my benefits?

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This Roth IRA Move Can Create a Massive Tax Headache

Q: I've read a couple of your articles on converting a traditional individual retirement account to a Roth IRA. Would such a conversion add to the income included in calculating the tax I owe on my Social Security benefits?—Howard Groopman, Portland, Ore.

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