Social Security WEP, GPO & Roth IRA Conversion Strategies - 275

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Recorded26 May 2020

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607290

Show notes

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

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