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businessMay 26, 202048:36pending

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

About this episode

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

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