Social Security, Pro-Rata Rule, Roth Conversions, and Positioning: Q&A #2150

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 listeners questions relating to Social Security, the pro-rata rule, Roth conversions, and positioning. Intro: Jim and Chris discuss the recent court case involving gold within an IRA as well as the delay to complete 2021 Roth conversions and some potential strategies to combat this. (31:15) George from Texas […]