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?
Podcast: Play in new window | Download (Duration: 51:27 — 23.6MB)
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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.
