
Sign up to save your podcasts
Or


Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs.
(8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO.
(25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA.
(37:05) A listener from Michigan comments on a previous Q&A episode regarding QCDs from a credit union.
(49:20) A Texan listener asks about inflation assumptions for Social Security.
(1:14:30) A listener asks if the owner of the a 529 plan lists themselves to be the beneficiary, can they then roll the funds over into a Roth IRA.
(1:17:10) Georgette wonders if purchasing a QLAC within her Roth IRA will retain the ability for tax free distributions.
The post Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410 appeared first on The Retirement and IRA Show.
By Jim Saulnier, CFP® & Chris Stein, CFP®4.3
696696 ratings
Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs.
(8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO.
(25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA.
(37:05) A listener from Michigan comments on a previous Q&A episode regarding QCDs from a credit union.
(49:20) A Texan listener asks about inflation assumptions for Social Security.
(1:14:30) A listener asks if the owner of the a 529 plan lists themselves to be the beneficiary, can they then roll the funds over into a Roth IRA.
(1:17:10) Georgette wonders if purchasing a QLAC within her Roth IRA will retain the ability for tax free distributions.
The post Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410 appeared first on The Retirement and IRA Show.

458 Listeners

800 Listeners

1,322 Listeners

518 Listeners

534 Listeners

669 Listeners

196 Listeners

576 Listeners

803 Listeners

191 Listeners

557 Listeners

843 Listeners

172 Listeners

141 Listeners

103 Listeners