Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details. (8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time. (13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring […]

IRAs, Roth Conversions, and Social Security Details: Q&A #2031

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!

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IRAs, Roth Conversions, and Social Security Details: Q&A #2031

IRAs, Roth Conversions, and Social Security Details: Q&A #2031

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