Social Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions. (7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show. (15:15) George from California wonders about his Mom should claim her […]

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

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