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Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs.
(5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions.
(20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the $250,000 state protection level.
(36:15) Georgette in California asks a handful of questions relating to Roth IRAs and the associated 5-year rules.
The post Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328 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 listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs.
(5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions.
(20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the $250,000 state protection level.
(36:15) Georgette in California asks a handful of questions relating to Roth IRAs and the associated 5-year rules.
The post Social Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328 appeared first on The Retirement and IRA Show.

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