Q&A: Beneficiaries, Medicare Premium Surcharges, SS Benefits, Roth Conversion

January 12, 2019

Q&A: Beneficiaries, Medicare Premium Surcharges, SS Benefits, Roth Conversion

Jim and Chris answer four more listener questions on this edition of the Retirement and IRA Show – Q&A:

They answer a Californian listener’s question about stretch IRA accounts and what happens when the beneficiary dies.  They discuss naming a trust as the beneficiary of a life insurance policy for a listener from Virginia.  They also answer an Illinois resident’s question on Medicare premium surcharges.  Then they answer a Georgia listener’s Social Security question related to the family maximum benefit when you have a disabled child.  Jim and Chris also spend a little bit of time clarifying the Roth conversion as a 60-day rollover strategy on this show.

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