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Podcasts » Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
January 25, 2025
Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes.
(6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement.
(18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility.
(23:00) The guys weigh in on a question about eligibility for survivor benefits after delaying Social Security to age 70.
(28:30) Jim and Chris address concerns about strategies to mitigate estate taxes, including the use of Qualified Charitable Distributions (QCDs) and trusts.
Podcast: Play in new window | Download (Duration: 1:34:17 — 43.2MB)
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