COLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427

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

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Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to […]