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Podcasts » Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
August 14, 2021
Jim and Chris sit down to answer listener questions about Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs.
(3:00) A Mainer would like to know if they can claim Social Security benefits retroactively.
(10:00) A listener from Washington wants clarification on how the Windfall Elimination Provision (WEP) will affect their Social Security benefit.
(16:30) Another listener would like to know if they can contribute the maximum amount to a Roth Thrift Savings Plan (TSP) and contribute to a Roth IRA in the same year.
(21:30) George from Georgia asks a question about Special Needs Trusts and passing on “always taxable” assets to their disabled child.
(54:15) A Virginian asks if RMDs affect the ability to do Roth conversions in various accounts.
Podcast: Play in new window | Download (Duration: 1:07:09 — 30.7MB)
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