Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

May 30, 2020

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.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.