Social Security, Medicare, HSA and Roth Conversions - 311

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 2 February 2021

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Find out just how intertwined healthcare and retirement are, with answers to questions about Medicare as it relates to Social Security, Health Savings Accounts (HSA), and IRA required minimum distributions (RMDs). Also, strategies for Roth conversions and Social Security, saving for retirement in a brokerage account, and paying debt out of retirement funds or with a mortgage refinance - and a couple of corrections. Access the transcript & financial resources, ask money questions: https://bit.ly/YMYW-311

Transcript

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0:00.0	Today on Your Money, Your Wells Podcast number 311, we find out just how intertwined health care and
0:07.0	retirement really are, as Joe and Big Al answer your questions about Social Security and Medicare,
0:12.2	health savings account, or HSA and Medicare, and the impact that required minimum distributions
0:17.5	from IRAs have on Medicare premiums. Plus, they'll also answer questions on strategies for Roth IRA conversions and Social Security,
0:26.0	saving for retirement in an after-tax IRA or a brokerage account, and paying debt from retirement
0:31.6	funds or by refinancing the mortgage.
0:34.0	That is, they will do their best to answer your questions on those topics, but we've got
0:37.7	a couple of corrections from listeners in this episode, too.
0:40.6	If you've got money questions, comments, or limericks for the fellas, click the link in the
0:45.0	description of today's episode in your podcast app.
0:47.6	Go to the show notes and hit that Ask Joe and Al on Air banner.
0:51.5	I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth, Joe Anderson,
0:56.0	CFP, and Big Al Clopine, CPA.
0:59.2	Steve from Olympia, Washington.
1:02.2	Hi, YMYW, great show.
1:04.6	Greetings from Wet Western Washington.
1:09.6	I was kind of confused with the wet for a second.
1:12.0	In all caps.
1:12.6	It was all caps.
1:13.3	Right.
1:13.6	That's that an accurate.
1:14.5	I wasn't sure.
	...

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