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Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444
Manage episode 448104292 series 2424283
Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions…
(10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls in Medicare.
(23:45) The guys discuss a listener’s query on how much to convert to a Roth now that she is in a low tax bracket.
(48:30) A listener looks for answers on his wife’s Social Security benefits strategy.
(55:45) George asks the guys to opine on the IRS’s 401(k) catch up contribution rules.
(1:13:30) Jim and Chris share couple PSAs. First a listener reminds the guys that residents in four states can switch between Medicare Advantage plans and traditional Medicare with medigap coverage without needing to show proof of insurability to purchase Medicare supplemental plans. Then they discuss some mistakes we found with ChatGPT when calculating required minimum distributions.
The post Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444 appeared first on The Retirement and IRA Show.
365 episoade
Manage episode 448104292 series 2424283
Jim and Chris (and Jake too!) sit down to answer some listener questions about Medicare, Roth conversions, Social Security, and 401k catch up contributions…
(10:00) George wonders how his wife’s ACA premium tax credits will be affected for the first part of the year if he increases his income after she turns 65 and enrolls in Medicare.
(23:45) The guys discuss a listener’s query on how much to convert to a Roth now that she is in a low tax bracket.
(48:30) A listener looks for answers on his wife’s Social Security benefits strategy.
(55:45) George asks the guys to opine on the IRS’s 401(k) catch up contribution rules.
(1:13:30) Jim and Chris share couple PSAs. First a listener reminds the guys that residents in four states can switch between Medicare Advantage plans and traditional Medicare with medigap coverage without needing to show proof of insurability to purchase Medicare supplemental plans. Then they discuss some mistakes we found with ChatGPT when calculating required minimum distributions.
The post Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444 appeared first on The Retirement and IRA Show.
365 episoade
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