Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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コンテンツは Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Manage episode 451557914 series 2424283
コンテンツは Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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 whether moving money from a 529 plan to a Roth is considered a conversion. (referenced article)
(1:04:30) The guys offer clarity on the timing for RMDs and Qualified Charitable Donations with SPIA payments
The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
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Manage episode 451557914 series 2424283
コンテンツは Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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 whether moving money from a 529 plan to a Roth is considered a conversion. (referenced article)
(1:04:30) The guys offer clarity on the timing for RMDs and Qualified Charitable Donations with SPIA payments
The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
Where startup founders raise millions and listeners can invest. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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