Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410

March 9, 2024

Social Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410

Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs.

(8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO.

(25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA.

(37:05) A listener from Michigan comments on a previous Q&A episode regarding QCDs from a credit union.

(49:20) A Texan listener asks about inflation assumptions for Social Security.

(1:14:30) A listener asks if the owner of the a 529 plan lists themselves to be the beneficiary, can they then roll the funds over into a Roth IRA.

(1:17:10) Georgette wonders if purchasing a QLAC within her Roth IRA will retain the ability for tax free distributions.

Podcast: Play in new window | Download (Duration: 1:26:46 — 39.7MB)

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