Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116

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By Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions.

(2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit.

(17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make contributions to Roth IRAs.

(21:15) A listener asks about the best way to select the appropriate time horizon for Treasury Inflation-Protected Securities (TIPS).

(31:35) A Californian would like to know whether or not to borrow against the cash value in a life insurance policy.

(56:30) Georgette from New York asks about calculating the cost basis on her current mutual fund holdings.

(1:05:35) An Ohioan wonders if it is possible to do Roth conversions from an Inherited IRA.

The post Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116 appeared first on The Retirement and IRA Show.

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