The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Kandungan disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419
Manage episode 417621847 series 2424283
Kandungan disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF.
(5:45) George looks for clarification on the Social Security survivorship benefits.
(11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age.
(19:45) George tries to get clarity on the 5-year rules associated with Roth IRAs.
(31:45) A listener asks about the thinking behind opening two different Trusts for inheriting retirement assets.
(36:30) A listener wonders about the rules associated with converting qualified retirement assets into a health savings account (HSA).
(45:15) Georgette asks for clarity on covering the minimum dignity floor (MDF) in a joint and survivorship scenario.
(57:15) A listener provides some clarification on FSAs and HSA accounts as well as the custodian responsibility for both.
The post Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 appeared first on The Retirement and IRA Show.
312 episod
Kongsi
Manage episode 417621847 series 2424283
Kandungan disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Jim and Chris discuss listener questions relating to Social Security, survivorship benefits, Roth IRAs, Trusts, HSA conversions, and MDF.
(5:45) George looks for clarification on the Social Security survivorship benefits.
(11:15) A listener asks about how much their Social Security benefit will be reduced by not working up to full retirement age.
(19:45) George tries to get clarity on the 5-year rules associated with Roth IRAs.
(31:45) A listener asks about the thinking behind opening two different Trusts for inheriting retirement assets.
(36:30) A listener wonders about the rules associated with converting qualified retirement assets into a health savings account (HSA).
(45:15) Georgette asks for clarity on covering the minimum dignity floor (MDF) in a joint and survivorship scenario.
(57:15) A listener provides some clarification on FSAs and HSA accounts as well as the custodian responsibility for both.
The post Social Security, Roth IRAs, Trusts, HSA Conversions, and MDF: Q&A #2419 appeared first on The Retirement and IRA Show.
312 episod
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Sama dengan The Retirement and IRA Show
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
…
continue reading
Player FM - Aplikasi Podcast
Pergi ke luar talian dengan aplikasi Player FM !
Pergi ke luar talian dengan aplikasi Player FM !
