• Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514

  • Apr 5 2025
  • Length: 1 hr and 43 mins
  • Podcast

Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514

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  • Summary

  • This week’s is a bit of a non-traditional Q&A episode where Jim and Chris address two listener questions on Social Security but then move into Public Service Announcement mode. For the first PSA they discuss a listener email about a potential state-level Roth conversion tax saving strategy. Then, to wrap up the episode, Jim shares […]

    The post Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514 appeared first on The Retirement and IRA Show.
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