Roth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318
May 6, 2023
Chris sits down solo this week to discuss listener questions regarding Roth IRA contributions, Social Security benefits, and IRMAA.
(Intro) Chris follows up on a listener question from last week where a listener had panicked on tax day and recharacterized a 2022 Roth contribution.
(8:20) George from New York looks for additional information on his potential age 70 Social Security benefit given his extensive and maximized earnings history.
(19:00) A listener from Washington jokingly asks if Jim and Chris use the alias “George” for clients who are actually named George.
(24:30) George from Ohio looks for advice on the timing of claiming his own as well as his wives Social Security Benefits.
(34:15) George in Virginia asks for clarification on the specifics surrounding his cousins current and future Social Security benefits.
(43:45) A listener in Virginia asks about filing the SSA-44 form and re-evaluating his MAGI/IRMAA as a result of a life changing event.
Podcast: Play in new window | Download (Duration: 1:04:21 — 29.5MB)
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