IRAs, Social Security, ERISA Rules, and Roth Conversions: Q&A #2050

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

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Business

Chris discusses and answers five listeners’ questions relating to IRAs, Social Security, ERISA rules, and Roth conversions. (2:45) A listener asks a question about why a beneficiary would ever want to disclaim a portion of the inherited IRA. (13:10) A Texan listener asks what the best time for his wife to claim her spousal Social […]