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IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs.
(3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs.
(13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs.
(41:45) A listener from Kentucky asks about his wives Social Security survivor benefit should he pass away before her.
(49:30) Georgette from California questions if there is a way to convert mutual funds into exchange traded funds (ETFs) easily within an IRA.
The post IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349 appeared first on The Retirement and IRA Show.
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By Jim Saulnier, CFP® & Chris Stein, CFP®
4.3
681681 ratings
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs.
(3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs.
(13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs.
(41:45) A listener from Kentucky asks about his wives Social Security survivor benefit should he pass away before her.
(49:30) Georgette from California questions if there is a way to convert mutual funds into exchange traded funds (ETFs) easily within an IRA.
The post IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349 appeared first on The Retirement and IRA Show.
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