IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3M ago 59:35

MP3•에피소드 홈

Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions.

(6:45) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated.

(24:15) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he takes his SS at full retirement age.

(36:00) Jim and Chris share a listener’s perspective on the advantages of paying federal taxes with an IRA withdrawal.

(39:15) The guys weigh in on using the check-writing ability from an IRA to make QCDs.

(52:15) Jim shares a case study where someone might be able to double their annual Roth contributions.

The post IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450 appeared first on The Retirement and IRA Show.

389 에피소드

#Trading #Business #Social Security #Chris Stein #Jim Saulnier #Retirement #Lifestyle #Jim Saulnier, CFP® & Chris Stein, CFP®