Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
October 19, 2024
Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions.
(6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast
(13:00) Georgette is curious how child-in-care family max is affected by divorce.
(25:00) Listeners provide some clarification on Medicare Part G, signing up for Medicare, and the Medicare Part D cap (see below for a link to more info).
(38:00) The guys weigh in on HSA contributions prior to Medicare enrollment.
(46:00) Jim and Chris discuss if a Roth Conversion done the year of, but prior to, turning 73 will be allowed or if any withdrawal from an IRA in that year considered an RMD.
Additional Medicare information:
Part G information
Part D cap information
Podcast: Play in new window | Download (Duration: 55:34 — 25.4MB)
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