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Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
Jim and Chris answer listener questions on Social Security filing and its effect on HSA eligibility, Social Security means testing, the timing of annuity purchases in IRAs, the Roth and Roth TSP 5-year rule.
(7:30) Georgette asks whether the six-month Medicare Part A lookback is triggered by her husband's Social Security application date or benefit eligibility date, and how that affects HSA contributions.
(22:45) A listener worries about possible future Social Security means testing for those who are past full retirement age but not yet claiming.
(36:30) George questions whether buying a Fixed Indexed Annuity inside an IRA is problematic if RMDs begin before maturity and whether turning on a living benefit might help him spend more.
(56:00) Jim and Chris weight in on an office debate on the Roth conversion 5-year rule.
(1:05:55) The guys clarify the Roth TSP 5-year rule and whether the clock resets when transferring to a new Roth IRA.
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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