Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

February 15, 2020

Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

A live caller and an email comment from a financial planner are featured on today’s podcast.  Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies.

(3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement

(35:45) George continues by asking how to establish secure income–what is better: bonds or income annuities?

(50:52) A financial planner comments with some feedback about the show.

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