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Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
Manage episode 406700631 series 2424283
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions.
(5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship.
(13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit.
(16:30) A listener in Colorado wonders if her PERA pension will affect her husbands Social Security benefit at her passing.
(25:45) The same Ohio listener from question 1 asks for a basic 101 description of WEP and GPO.
(33:45) George from Pennsylvania asks if the owner of a Roth IRA can make a contribution in the same year as a 529 conversion comes into the Roth account.
(41:30) A listener in New Hampshire wonders if he can roll funds from a pre-tax IRA into a 529 plan.
(47:00) Georgette provides some commentary on folks who may be using HSA accounts for personal spending rather than qualified healthcare expenses.
(58:45) A listener in Pennsylvania looks for advice on whether or not to continue his pre-tax 401(k) contributions while also doing Roth conversions.
The post Social Security, 529/Roth Conversions, and HSAs: Q&A #2411 appeared first on The Retirement and IRA Show.
316 episodes
Manage episode 406700631 series 2424283
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions.
(5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship.
(13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit.
(16:30) A listener in Colorado wonders if her PERA pension will affect her husbands Social Security benefit at her passing.
(25:45) The same Ohio listener from question 1 asks for a basic 101 description of WEP and GPO.
(33:45) George from Pennsylvania asks if the owner of a Roth IRA can make a contribution in the same year as a 529 conversion comes into the Roth account.
(41:30) A listener in New Hampshire wonders if he can roll funds from a pre-tax IRA into a 529 plan.
(47:00) Georgette provides some commentary on folks who may be using HSA accounts for personal spending rather than qualified healthcare expenses.
(58:45) A listener in Pennsylvania looks for advice on whether or not to continue his pre-tax 401(k) contributions while also doing Roth conversions.
The post Social Security, 529/Roth Conversions, and HSAs: Q&A #2411 appeared first on The Retirement and IRA Show.
316 episodes
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