Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410

The Retirement and IRA Show

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.

3M ago 1:26:46

MP3•Episode home

Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs.

(8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO.

(25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA.

(37:05) A listener from Michigan comments on a previous Q&A episode regarding QCDs from a credit union.

(49:20) A Texan listener asks about inflation assumptions for Social Security.

(1:14:30) A listener asks if the owner of the a 529 plan lists themselves to be the beneficiary, can they then roll the funds over into a Roth IRA.

(1:17:10) Georgette wonders if purchasing a QLAC within her Roth IRA will retain the ability for tax free distributions.

The post Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410 appeared first on The Retirement and IRA Show.

315 episodes

#Trading #Business #Social Security #Chris Stein #Jim Saulnier #Retirement #Lifestyle #Jim Saulnier, CFP® & Chris Stein, CFP®