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IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
Manage episode 456745248 series 2424283
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.
405 episodes
Manage episode 456745248 series 2424283
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.
405 episodes
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