Converting A 529 To A Roth IRA: EDU #2410
March 6, 2024
Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/ NY Times...
Listen NowSocial Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...
Listen NowSocial Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328
July 15, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions. (20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the...
Listen NowRoth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318
May 6, 2023
Chris sits down solo this week to discuss listener questions regarding Roth IRA contributions, Social Security benefits, and IRMAA. (Intro) Chris follows up on a listener question from last week where a listener had panicked on tax day and recharacterized a 2022 Roth contribution. (8:20) George from New York looks for additional information on his potential age 70 Social Security benefit given...
Listen NowWash Sale Rules, Roth Conversions, and RMDs: Q&A #2244
October 29, 2022
Chris and in-house CPA, Bob Palechek sit down to discuss listeners questions relating to wash sales, Roth conversions, and required minimum distributions (RMDs). (6:00) George from California wonders if he can sell funds at a loss in his brokerage account and immediately repurchase identical shares in a Roth IRA to avoid the wash sale rule. (14:00) George from Connecticut asks about...
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