Our Most Recent Show
Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022
Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error.
(4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits.
(10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to switch citizenship.
(19:30) A listener comments on the origin of IRMAA.
(30:30) Georgette wonders what can be done if she accidentally converted shares instead of dollars in her Roth conversion.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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