Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
January 25, 2025
Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes. (6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement. (18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility. (23:00)...
Listen NowFamily Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
December 7, 2024
Jim and Chris discuss listener questions relating to the Family Maximum Benefit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income. (10:00) Georgette asks about factoring in the Family Maximum Benefit while deciding when to start taking Social Security (19:30) A listener looks for a better understanding of Survivor Benefits...
Listen NowEarnings 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 Benefits, Roth Conversions, and RMDs: Q&A #2446
November 16, 2024
Jim and Chris discuss listener questions relating to Social Security, Roth conversions, and RMDs. (11:00) George wonders if his wife is eligible for Social Security benefits while taking care of an adult disabled child even if he is still working and has not applied for SS yet. (19:00) Chris tackles an interesting Social Security survivor benefits strategy question. (28:15) A listener looks for...
Listen NowSocial Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
September 21, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Social Security. Chris also answers...
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