Social Security, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris sit down to discuss listener questions about Social Security, inherited Roth IRAs, DIAs, Roth conversions, and durable powers of attorney. (4:30) George asks a question about Social Security claiming strategies for surviving spouses. (17:45) A Minnesotan wonders what the tax implications are when it comes to inherited Roth IRAs. (32:00) An Ohioan […]

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