Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

1:37:47
 
Share
 

Manage episode 456745248 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions.

(8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge.

(20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits.

(42:00) A PSA from Georgette shares her experience with using check-writing from an IRA for QCDs.

(46:00) Jim and Chris weigh in on advice given to a widow about converting her late husband’s SIMPLE IRA to a Roth IRA.

(1:20:45) A listener asks for guidance on handling the pro-rata rule after a backdoor Roth conversion and the implications of an IRMAA discrepancy due to a late-reported Roth conversion.

The post IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451 appeared first on The Retirement and IRA Show.

  continue reading

405 episodes

Artwork
iconShare
 
Manage episode 456745248 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions.

(8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge.

(20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits.

(42:00) A PSA from Georgette shares her experience with using check-writing from an IRA for QCDs.

(46:00) Jim and Chris weigh in on advice given to a widow about converting her late husband’s SIMPLE IRA to a Roth IRA.

(1:20:45) A listener asks for guidance on handling the pro-rata rule after a backdoor Roth conversion and the implications of an IRMAA discrepancy due to a late-reported Roth conversion.

The post IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451 appeared first on The Retirement and IRA Show.

  continue reading

405 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play