Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

from 2021-04-17T04:00:27

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Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from […]

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