Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346

November 18, 2023

Social Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s.

(7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing.

(26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums will work.

(38:15) A listener from Maryland asks about the rules for the one-time conversion from an IRA to an HSA.

(1:03:00) A listener in Florida wonders how he should handle his high-fee 403(b) account in retirement.

 

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