35 min listen
Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
ratings:
Length:
49 minutes
Released:
May 26, 2020
Format:
Podcast episode
Description
The windfall elimination provision (WEP), government pension offset (GPO) & spousal Social Security benefits. Also, Roth IRA conversions and Medicare, Roth conversions from a thrift savings plan (TSP), and conversions to buy real estate. Plus, asset location and other tax planning strategies beyond Roth IRA conversions, like life insurance and charitable remainder trusts. Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-275
Released:
May 26, 2020
Format:
Podcast episode
Titles in the series (100)
Are You Doing Retirement All Wrong? - 4: Aired: 2/20/2016 11 AM:: Are you doing your retirement all wrong? Major changes to the Social Security rules that could mess up your entire retirement plan. And how working even one extra year can have a huge impact on your retirement. by Your Money, Your Wealth