Social Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320

May 20, 2023

Social Security, IRMAA, Roth Conversions, RMDs and Beneficiaries: Q&A #2320

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, RMDs, and beneficiaries.

(4:45) George from Utah asks a handful of questions relating to his Social Security benefit, spousal benefits and the timing of both.

(18:00) George from North Carolina wonders if he will receive the Social Security COLA adjustment for last year even if he has not yet began collecting his benefit.

(26:30) A Californian George looks for clarification on the timing of filing the SSA 44 form and completing some Roth conversions.

(58:30) A listener from Puerto Rico asks about year of death RMDs under the Secure Act 2.0 and successor beneficiary rules.

Podcast: Play in new window | Download (Duration: 1:21:58 — 37.5MB)

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