Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

June 10, 2020

Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion.

(2:00) IRMAA and submitting a life-changing event form

(24:45) The timing of MAGI limits in IRMAA

(38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.