Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s. (4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit. (12:15) A Floridian asks about the idea of claiming Social Security early […]

Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

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!

Share Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

Sign up to save your podcasts

Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

Social Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131

More shows like The Retirement and IRA Show

Sound Retirement Radio

Your Money, Your Wealth

Jill on Money with Jill Schlesinger

Retirement Answer Man

Retirement Starts Today

Big Picture Retirement®

Stay Wealthy Retirement Podcast

The Boldin Your Money Podcast

Retire With Purpose - The Retirement Podcast

Ready For Retirement

The Rob Berger Show

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Retirement Planning Education, with Andy Panko

Retire With Style

Retirement Answers