Social Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. […]