Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
Manage episode 485908258 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Jim and Chris answer listener questions on Social Security filing, a PSA on SSA’s online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk.
(8:00) A listener asks whether Social Security’s claim that delayed retirement credits aren’t applied until the end of the following year is accurate, and whether anyone receives them without persistent follow-up.
(29:15) The guys share a listener PSA with their experience applying for Social Security online and highlights the confusing communications around application status and approval timelines.
(18:15) George asks how and when to apply for Social Security if they want benefits to begin at age 70 and their birthday falls on the first of the month.
(35:45) Jim and Chris respond to a question about whether each Roth conversion has its own 5-year clock, even for someone over age 59½ with existing Roth IRAs.
(42:15) Georgette wonders how the Roth 5-Year Rule applies to non-spouse beneficiaries and whether it transfers from the original account holder.
(48:00) A listener shares their HSA strategy as a substitute for long-term care insurance, along with personal experience on how cafeteria plan deductions affected Social Security earnings.
(56:00) The guys explain whether bondholders risk losing principal at maturity when interest rates rise significantly.
The post Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 appeared first on The Retirement and IRA Show.
414 episodes
Share
Manage episode 485908258 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Jim and Chris answer listener questions on Social Security filing, a PSA on SSA’s online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk.
(8:00) A listener asks whether Social Security’s claim that delayed retirement credits aren’t applied until the end of the following year is accurate, and whether anyone receives them without persistent follow-up.
(29:15) The guys share a listener PSA with their experience applying for Social Security online and highlights the confusing communications around application status and approval timelines.
(18:15) George asks how and when to apply for Social Security if they want benefits to begin at age 70 and their birthday falls on the first of the month.
(35:45) Jim and Chris respond to a question about whether each Roth conversion has its own 5-year clock, even for someone over age 59½ with existing Roth IRAs.
(42:15) Georgette wonders how the Roth 5-Year Rule applies to non-spouse beneficiaries and whether it transfers from the original account holder.
(48:00) A listener shares their HSA strategy as a substitute for long-term care insurance, along with personal experience on how cafeteria plan deductions affected Social Security earnings.
(56:00) The guys explain whether bondholders risk losing principal at maturity when interest rates rise significantly.
The post Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 appeared first on The Retirement and IRA Show.
414 episodes
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Similar to The Retirement and IRA Show
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
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…
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
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
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
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 ...
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