The Retirement and IRA Show

The Retirement and IRA Show


Social Security, 529/Roth Conversions, and HSAs: Q&A #2411

March 16, 2024

Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorshi