Social Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how […]

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®