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Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s.
(7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing.
(26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums will work.
(38:15) A listener from Maryland asks about the rules for the one-time conversion from an IRA to an HSA.
(1:03:00) A listener in Florida wonders how he should handle his high-fee 403(b) account in retirement.
The post Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346 appeared first on The Retirement and IRA Show.
4.3
673673 ratings
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s.
(7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing.
(26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums will work.
(38:15) A listener from Maryland asks about the rules for the one-time conversion from an IRA to an HSA.
(1:03:00) A listener in Florida wonders how he should handle his high-fee 403(b) account in retirement.
The post Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346 appeared first on The Retirement and IRA Show.
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