In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a Roth IRA and paying the resulting tax bill. We then briefly hear from our friends at Fox CPAs. Fro...
In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a Roth IRA and paying the resulting tax bill. We then briefly hear from our friends at Fox CPAs. From there we shift to 529 plans and explore how to use them effectively, what to do if they become overfunded, and whether having too much in a 529 is really a problem at all.
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00:00 WCI Podcast #451
01:34 When to Take Your Social Security
09:55 Student Loan Update
22:43 TSP Roth Conversions
27:22 Large Roth Conversions
31:00 Fox & Company CPAs Interview
42:51 Overfunded 529 Accounts
53:45 529 & HSA Reimbursement Timing