Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
December 30, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, backdoor Roth contributions, and annuities. (13:45) A local listener worries and asks about earning excess income in a certain year while already claiming her Social Security benefit. (25:15) A Virginian listener looks for clarification on what qualifies as a “work reduction” for IRMAA purposes....
Listen NowRoth Conversions, Backdoor Contributions, and Social Security Taxation/COLA: Q&A #2210
March 5, 2022
Jim and Chris discuss questions relating to Roth conversions, backdoor Roth contributions, and Social Security taxation/COLA adjustments. (PLEASE RE-DOWNLOAD THE PODCAST FOR THE EDITED AND UPDATED AUDIO FILE) (9:00) A listener from Florida looks to get clarity on how her German earnings can be taken into account by the SSA to get an accurate estimate of her benefit. (21:00) An Ohioan listener...
Listen NowMega Backdoor Roth Conversions, Social Security, Solo 401(k)’s, and Qualified Retirement Plans: Q&A #2145
November 6, 2021
Jim and Chris discuss listeners questions relating to average wage index, Social Security, mega backdoor Roth conversions, solo 401(k) contribution limits, and qualified retirement plans. (20:00) A listener asks about the average wage index (AWI) for workers born in 1960 and the effects of COVID in 2020. (23:00) A listener points out some social security Medicare expense increases as well as...
Listen NowSocial Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
March 13, 2021
Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Security benefits. (30:00) George’s second...
Listen NowSocial Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042
October 17, 2020
Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions. (2:56) George asks a question about Social Security claiming strategies. (7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits. (18:15) A...
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