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Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis
April 6, 2019
Another week and another round of great listener questions! Jim and Chris address an Indiana listener’s question about using a Trust as a Roth IRA Beneficiary and another listener’s question about the cost basis and capital gains on a stock sale.
The guys also answer several listener questions about Social Security Benefits, including a live caller’s, from New Hampshire, on Survivor Benefits and Disability Benefits.
Podcast: Play in new window | Download (Duration: 58:46 — 26.9MB)
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