Social Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250

December 10, 2022

Social Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250

Jim and Chris sit down to discuss listeners questions relating to Social Security, 60-day rollovers, HSAs, and bond ladders.

(12:45) George from Kentucky wonders if a spousal Social Security benefit will benefit from a cost of living adjustment (COLA).

(20:00) George in Oregon asks a couple of questions regarding the 60-day IRA rollover strategy that was mentioned on a previous show.

(32:45) A listener wonders if everyone in their family needs to be under a high deductible health plan to contribute the maximum amount into an HSA.

(42:00) A listener from Pennsylvania asks if he can leave a remaining HSA balance to his donor advised fund upon his passing.

(48:30) George asks if he and his wife can continue to contribute to their HSA even though they’re currently working overseas.

(51:30) A listener from Michigan looks for the guys to discuss some topics surrounding bond ladders.

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