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, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
December 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work. (26:00) A Virginian listener asks about the latest possible dates he can use when filing form SSA-44 to avoid any IRMAA impacts. (36:00) A listener in Arizona...
Listen NowSocial Security, Life Insurance, and Taxes: Q&A #2314
April 8, 2023
Jim and Chris sit down to discuss listeners questions regarding spousal Social Security benefits, life insurance, and taxes. (9:45) A listener looks for clarification on his wives spousal Social Security benefit. (20:30) A listener wonders about the maximum family benefit and it’s impact on their Social Security situation. (38:15) A listener in Pennsylvania looks for an opinion on gifting...
Listen NowSocial Security Survivor Benefits, Roth Conversions, Taxes, Rollovers, and Inherited 401(k)’s: Q&A #2310
March 11, 2023
Jim and Chris sit discuss questions relating to Social Security survivor benefits, Roth conversions, taxes, rollovers, and inherited 401(k)’s. (10:15) A listener asks about Social Security survivor benefits and the ability to turn survivor benefits back on after giving them up previously. (17:15) A listener from New York asks if claiming a spousal benefit before full retirement age reduces...
Listen NowQuestions Relating To Taxes: EDU #2250
December 14, 2022
Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics. (18:00) Georgette from Ohio looks for clarification on the wash sale rules. (37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions. (54:30) A listener asks if they can still make a deductible HSA contribution...
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