Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
Description
Jim and Chris discuss listener questions on surviving spouse Social Security benefits and Roth conversions, SSDI and pensions, the Social Security Fairness Act, managing large HSA reimbursements, and choosing between MYGAs and the TSP G Fund.
(7:45 ) George asks whether Roth conversions count toward the earnings test when planning to claim his surviving spouse Social Security benefits.
(26:30 ) A listener asks how SSDI interacts with pensions, how SSDI transitions to regular Social Security, and why SSDI can sometimes be higher.
(35:00 ) The guys address a listener’s point that repealing WEP and GPO also benefits immigrants with foreign pensions, not just government employees.
(44:45 ) Jim and Chris consider whether taking large HSA reimbursements could increase the risk of an IRS audit.
(52:00 ) Georgette wonders whether to move fixed income from the TSP G Fund into MYGAs, including questions on protection limits and rate comparisons.
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United States
