Social Security, I-Bonds, 401(k) Plans, and Roth Conversions: Q&A #2151 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris sit down to discuss listener questions relating to Social Security, I-Bonds, 401(k) plans, and Roth conversions. (3:30) A Massachusetts listener looks for answers on a survivorship scenario involving his spouses pension and his Social Security benefit. (7:00) A listener from Idaho asks for advice on the optimal Social Security claiming strategy for […]

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