Social Security, 529/Roth Conversions, and HSAs: Q&A #2411
Description
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions.
(5:30 ) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship.
(13:15 ) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit.
(16:30 ) A listener in Colorado wonders if her PERA pension will affect her husbands Social Security benefit at her passing.
(25:45 ) The same Ohio listener from question 1 asks for a basic 101 description of WEP and GPO.
(33:45 ) George from Pennsylvania asks if the owner of a Roth IRA can make a contribution in the same year as a 529 conversion comes into the Roth account.
(41:30 ) A listener in New Hampshire wonders if he can roll funds from a pre-tax IRA into a 529 plan.
(47:00 ) Georgette provides some commentary on folks who may be using HSA accounts for personal spending rather than qualified healthcare expenses.
(58:45 ) A listener in Pennsylvania looks for advice on whether or not to continue his pre-tax 401(k) contributions while also doing Roth conversions.
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