March 16, 2024
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.
Podcast: Play in new window | Download (Duration: 1:16:57 — 35.2MB)
Subscribe: