Social Security, IRMAA, Home Equity, and LTC: Q&A #2051

December 19, 2020

Social Security, IRMAA, Home Equity, and LTC: Q&A #2051

Chris sits down to answer questions about Social Security, IRMAA, home equity, Roth conversions, and LTC (long-term care).

(3:15) A Virginian listener asks a question relating to delayed retirement credits and rules surrounding the claiming of Social Security.

(15:10) A listener from Indiana asks for clarification on the impacts of IRMAA.

(22:45) A Michigan listener wonders how the equity developed in individual homes is treated later in life throughout the “No-Go” phase of retirement.

(31:30) A couple from Connecticut asks about the rules behind appealing the impacts of IRMAA while planning to convert several IRA accounts.

(37:30) A listener asks a very brief question about the amount of liquid assets required to self-fund LTC (long-term care).

Podcast: Play in new window | Download (Duration: 49:02 — 22.4MB)

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