CARES Act, Monte Carlo, FERS, and IRMAA: Q&A #2017

April 25, 2020

CARES Act, Monte Carlo, FERS, and IRMAA: Q&A #2017

Jim calls in from his kitchen today to discuss with Chris some considerations about the CARES Act, a clarification on the Monte Carlo analysis, and some questions about FERS and IRMA.

(5:41) Jim brought up a listener’s question to the Ed Slott group concerning COVID-related withdrawals that are allowed with the CARES Act.

(36:20) Chris clarifies some information about the Monte Carlo analysis.

(40:15) A Virginian references a past podcast episode and has some follow-up questions about FERS and the Federal Employee Health Benefit.  He also asks about the possibility of “step-up in basis” provisions in the tax code going away.

(53:30) Two Texans ask similar questions, both about the Income Related Monthly Adjustment amount (IRMA).



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