Backdating Social Security Benefits, IRA Contribution Recharacterizations, and RMDs: Q&A #2223

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Categories:

Business

Jim and Chris sit down to discuss listener questions on backdating Social Security benefits, IRA recharacterizations, and RMDs. (8:15) A listener from Washington would like some clarity on backdating their Social Security benefits. (21:30) Georgette is wondering what the tax consequences are on recharacterizing a Roth IRA contribution to a Traditional IRA contribution with a […]