Social Security, 403(b)s, Roth IRAs, Conversions, and Investing: Q&A #2204 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris answer questions relating to Social Security, 403(b) QCDs, Roth IRA contribution limits, Roth conversions, and investing. (5:30) George from Pennsylvania asks about potentially pausing his Social Security benefit. (13:15) George from Alabama looks for clarification on the rules behind making QCDs in a 403(b) account. (22:00) George from New Mexico looks for […]

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