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Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
Manage episode 445850655 series 2424283
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.
362 episódios
Manage episode 445850655 series 2424283
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.
362 episódios
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