Questions Relating To Taxes: EDU #2250

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

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Business

Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics. (18:00) Georgette from Ohio looks for clarification on the wash sale rules. (37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions. (54:30) A listener asks […]