Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
November 23, 2024
Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a time limit to apply for Survivor Benefits. (46:30) George asks...
Listen NowSocial Security, IRMAA, Roth Conversions, and IRAs: Q&A #2425
June 22, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks about the 5-year rule for taking...
Listen NowCapital Gains, IRMAA, Roth Conversions, and Basis: Q&A #2416
April 20, 2024
Chris and Paul sit down to discuss listener questions relating to capital gains, IRMAA, Roth conversions, and basis. (4:10) Chris and Paul chat about an IRS notice. (10:00) A listener asks about the sale of a house and the possible capital gains exclusions allowed for single/married people. (17:45) George wonders if IRMAA avoidance and a large Roth conversion can be undone. (36:30) George looks...
Listen NowSocial Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
April 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges. (34:15) A listener asks about the timing...
Listen NowIRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
April 6, 2024
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going to touch on which questions you should ask...
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