Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
January 6, 2024
Jim and Chris discuss listeners questions relating to Medicare, IRMAA, Social Security, Roth conversions, taxes, RMDs, and trusts. (5:00) George from Arizona asks why Medicare doesn’t “true up” IRMAA penalties on a tax return. (12:00) George in Florida wonders if a couple has to be married for 10 years consecutively to qualify for a Social Security spousal benefit. (20:30) A...
Listen NowSocial Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
August 19, 2023
Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit. (14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the...
Listen NowSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
August 5, 2023
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit. (14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of...
Listen NowSocial Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329
July 22, 2023
Jim and Chris discuss listeners questions relating to Social Security, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind a client of his claiming a Social Security survivor benefit as well as her own benefit. (22:15) Jim and Chris talk about possible changes to pensions brought to light by a listener, when pension...
Listen NowSocial Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
June 10, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs. (18:30) A listener from Texas asks a question about the family maximum Social Security benefit. (32:00) George from Ohio mentions that brokered CDs can be a great short-term principally protected alternative to Multi-Year Guaranteed Annuities (MYGAs)....
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