Social Security WEP, GPO & Roth IRA Conversion Strategies - 275
Social Security WEP, GPO & Roth IRA Conversion Strategies - 275  
Podcast: Your Money, Your Wealth
Published On: Tue May 26 2020
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