Social Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:45) A listener wonders […]

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