Quantcast
Viewing latest article 2
Browse Latest Browse All 186

Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions.

(6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast

(13:00) Georgette is curious how child-in-care family max is affected by divorce.

(25:00) Listeners provide some clarification on Medicare Part G, signing up for Medicare, and the Medicare Part D cap (see below for a link to more info).

(38:00) The guys weigh in on HSA contributions prior to Medicare enrollment.

(46:00) Jim and Chris discuss if a Roth Conversion done the year of, but prior to, turning 73 will be allowed or if any withdrawal from an IRA in that year considered an RMD.

 

Additional Medicare information:

Part G information
Part D cap information

The post Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442 appeared first on The Retirement and IRA Show.


Viewing latest article 2
Browse Latest Browse All 186

Trending Articles