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

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

Update: 2024-10-19
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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.

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

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

Jim Saulnier, CFP® & Chris Stein, CFP®