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Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, IRMAA, and retirement planning.
(6:45) A listener looks for clarification regarding his parents Social Security survivor benefits and the impact of WEP.
(22:00) A listener in New Mexico asks about the impacts of IRMAA in years with large gains resulting from the sale of a home.
(34:15) Georgette looks for help when determining her maximum Roth conversion amounts while considering the IRMAA ramifications.
(41:15) PSA from Jim and Chris.
(42:00) George from New Hampshire brings up a previous show about finding a financial advisor and his questions.
The post Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351 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 listeners questions relating to Social Security, WEP, IRMAA, and retirement planning.
(6:45) A listener looks for clarification regarding his parents Social Security survivor benefits and the impact of WEP.
(22:00) A listener in New Mexico asks about the impacts of IRMAA in years with large gains resulting from the sale of a home.
(34:15) Georgette looks for help when determining her maximum Roth conversion amounts while considering the IRMAA ramifications.
(41:15) PSA from Jim and Chris.
(42:00) George from New Hampshire brings up a previous show about finding a financial advisor and his questions.
The post Social Security, WEP, IRMAA, and Retirement Planning: Q&A #2351 appeared first on The Retirement and IRA Show.
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