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Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Manage episode 417621847 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF.
(5:45) George looks for clarification on the Social Security survivorship benefits.
(11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age.
(19:45) George tries to get clarity on the 5-year rules associated with Roth IRAs.
(31:45) A listener asks about the thinking behind opening two different Trusts for inheriting retirement assets.
(36:30) A listener wonders about the rules associated with converting qualified retirement assets into a health savings account (HSA).
(45:15) Georgette asks for clarity on covering the minimum dignity floor (MDF) in a joint and survivorship scenario.
(57:15) A listener provides some clarification on FSAs and HSA accounts as well as the custodian responsibility for both.
The post Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 appeared first on The Retirement and IRA Show.
310 episodes
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Manage episode 417621847 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF.
(5:45) George looks for clarification on the Social Security survivorship benefits.
(11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age.
(19:45) George tries to get clarity on the 5-year rules associated with Roth IRAs.
(31:45) A listener asks about the thinking behind opening two different Trusts for inheriting retirement assets.
(36:30) A listener wonders about the rules associated with converting qualified retirement assets into a health savings account (HSA).
(45:15) Georgette asks for clarity on covering the minimum dignity floor (MDF) in a joint and survivorship scenario.
(57:15) A listener provides some clarification on FSAs and HSA accounts as well as the custodian responsibility for both.
The post Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 appeared first on The Retirement and IRA Show.
310 episodes
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Similar to The Retirement and IRA Show
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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continue reading
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…
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…
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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