Q&A: Roth Beneficiaries, SS Benefits, and Cost Basis

Published: April 6, 2019, 4 a.m.

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 […]

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