Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 19 October 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice. All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy. All economic and performance information is historical in nature and is not indicative of any future results. Any indices mentioned on the show are unmanaged and cannot be invested indirectly. Diversityiversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.8	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment
0:33.3	advisor.
0:38.3	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:43.7	Join us as certified financial planner Jim Sonier, as well as Colorado State University
0:48.7	Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401ks, annuities, social security,
0:57.0	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live
1:02.5	in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:08.3	they're available to help you plan for your retirement.
1:14.0	Just visit their website at Jimhelps.com.
1:20.0	That's Jim, H-E-L-P-S dot com, and click the Meet the Team button on the homepage.
1:23.0	Now here's Jim and Chris with today's show.
1:30.7	Well, hello and welcome to the Retirement and IRA show Q&A edition for this week.
1:38.9	I'm going to bring Jim on pretty quickly today because we have limited amount of time.
1:42.7	We're squeezing this in right at the end of a work day on a Friday.
1:45.7	I need to get this thing wrapped up so we can get it posted for you all to listen to on Saturday when it releases. I know not everyone listens
1:50.6	immediately after it's posted, but quite a few people do. So we want to make sure we can
1:55.4	keep up our schedule. So my name is Chris and I'll bring in Jim here as soon as he's ready to speak.
2:02.9	While we're waiting for him, I'll share with you. If you want to send in your own questions for
2:07.0	the show, just email Jim directly, Jim at Jimhelps.com. That's Jim J-I-M-H-E-L-P-S.com.
	...

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