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Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, backdoor Roth contributions, and annuities.
(13:45) A local listener worries and asks about earning excess income in a certain year while already claiming her Social Security benefit.
(25:15) A Virginian listener looks for clarification on what qualifies as a “work reduction” for IRMAA purposes.
(39:30) George from Kansas City asks about backdoor Roth contributions and non-deductible IRA contributions.
(1:01:15) George in Kentucky wonders why someone would purchase an annuity and not annuitize it.
The post Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352 appeared first on The Retirement and IRA Show.
View all episodes
By Jim Saulnier, CFP® & Chris Stein, CFP®
4.3
681681 ratings
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, backdoor Roth contributions, and annuities.
(13:45) A local listener worries and asks about earning excess income in a certain year while already claiming her Social Security benefit.
(25:15) A Virginian listener looks for clarification on what qualifies as a “work reduction” for IRMAA purposes.
(39:30) George from Kansas City asks about backdoor Roth contributions and non-deductible IRA contributions.
(1:01:15) George in Kentucky wonders why someone would purchase an annuity and not annuitize it.
The post Social Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352 appeared first on The Retirement and IRA Show.
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