Social Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
Manage episode 290183760 series 2424283
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.