Listeners’ Questions Re: FERS, IRA Conversions and Medicaid

January 9, 2016

Listeners’ Questions Re: FERS, IRA Conversions and Medicaid

Jim and Chris (Peter is out this week) answer questions from listeners including: When your FERS (Federal Employees Retirement System) Special Retirement Supplement stops, should you claim your Social Security benefit or wait until age 70? If you converted a traditional IRA that was funded in part with non-deductible contributions, how much of the conversion would be tax free? And… if one spouse needs to go into a nursing home and Medicaid is involved, how far down do your assets need to be spent?

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