Social Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034

Published: Aug. 22, 2020, 4 a.m.

Jim and Chris discuss listeners’ questions regarding Social Security, WEP (Windfall Elimination Provision), 401k rollovers, and Roth Conversions. (Intro) Jim and Chris begin by discussing financial advice given by a popular radio broadcaster. Both Jim and Chris felt as though the advice provided by this popular broadcaster fell short in its accuracy and was too […]

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