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Follow-up on Previous Tax and IRA Questions
Jim and Chris follow up on some previous topics. The listener with last week's tax question came back for some clarification regarding taxes and IRAs. Another listener wanted to revisit the topic of Roth conversions and suggested an alternate Roth conversion strategy. Jim and Chris also answered a couple of Social Security questions: What can you do if you get incorrect information from the SS Office? And if you have SSDI, do you have the option of suspending your SS retirement benefit?
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
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