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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes.
(6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement.
(18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility.
(23:00) The guys weigh in on a question about eligibility for survivor benefits after delaying Social Security to age 70.
(28:30) Jim and Chris address concerns about strategies to mitigate estate taxes, including the use of Qualified Charitable Distributions (QCDs) and trusts.
The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show.
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By Jim Saulnier, CFP® & Chris Stein, CFP®
4.3
675675 ratings
Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes.
(6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement.
(18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility.
(23:00) The guys weigh in on a question about eligibility for survivor benefits after delaying Social Security to age 70.
(28:30) Jim and Chris address concerns about strategies to mitigate estate taxes, including the use of Qualified Charitable Distributions (QCDs) and trusts.
The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show.
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