Taxes, Roth Conversions, and Savings Strategies: Q&A #2135 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Chris and inhouse CPA, Bob Palechek sit down to discuss listeners questions relating taxes, selling tax-effected funds, and Roth conversions. (3:30) A Michigan listener looks for clarification on selling tax-effected funds and how it might effect Medicare Part B premiums. (23:00) An Alaskan listener asks for clarity regarding IRAs and Roth Conversions. (36:15) George asks […]

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

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