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

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Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

365 episoade

Artwork
iconDistribuie
 
Manage episode 445850655 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

365 episoade

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