Q&A: Roth Conversion, MAGI, and Calculated Earnings Errors

December 8, 2018

The November 21st Edu podcast about using a 60-day Rollover on a Roth Conversion elicited a lot of listener questions. Jim and Chris spend time answering those plus a question from a Florida listener on calculating MAGI to determine if a retiree will have have to pay the Medicare Premium Surcharge.

Chris also answers a Georgia listeners question about what to do if you feel that the Social Security Administration made an error in calculating your earnings.

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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.