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Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
Manage episode 412264846 series 2424283
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives.
(17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada.
(25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges.
(34:15) A listener asks about the timing behind claiming a Social Security survivor benefit.
(43:00) A listener looks for thoughts on exchanging bond funds within a brokerage account with regard to the wash sale rule.
(45:00) A listener reaches out to Jim and Chris with a Harvard study that they often reference on their show indicating a person’s ability to understand financial concepts begins diminishing at age 53.
Associated Video: https://www.youtube.com/watch?v=IzohbdGQEaI | Associated Book Summary: http://lewismandell.com/
(55:00) George looks for any applicable alternatives to annuities.
The post Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 appeared first on The Retirement and IRA Show.
302 つのエピソード
Manage episode 412264846 series 2424283
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives.
(17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada.
(25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges.
(34:15) A listener asks about the timing behind claiming a Social Security survivor benefit.
(43:00) A listener looks for thoughts on exchanging bond funds within a brokerage account with regard to the wash sale rule.
(45:00) A listener reaches out to Jim and Chris with a Harvard study that they often reference on their show indicating a person’s ability to understand financial concepts begins diminishing at age 53.
Associated Video: https://www.youtube.com/watch?v=IzohbdGQEaI | Associated Book Summary: http://lewismandell.com/
(55:00) George looks for any applicable alternatives to annuities.
The post Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 appeared first on The Retirement and IRA Show.
302 つのエピソード
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