Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s. (4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit. (12:15) A Floridian asks about the idea of claiming Social Security early […]

Further episodes of The Retirement and IRA Show

Further podcasts by Jim Saulnier, CFP® & Chris Stein, CFP®

Website of Jim Saulnier, CFP® & Chris Stein, CFP®