Offline dengan aplikasi Player FM !
Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Manage episode 417621847 series 2424283
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.
312 episode
Manage episode 417621847 series 2424283
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.
312 episode
Semua episode
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.