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Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Manage episode 451557914 series 2424283
Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments…
(6:30) A listener wonders if they will be subject to the Social Security earnings test.
(14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal.
(30:30) Chris answers whether there is a time limit to apply for Survivor Benefits.
(46:30) George asks whether moving money from a 529 plan to a Roth is considered a conversion. (referenced article)
(1:04:30) The guys offer clarity on the timing for RMDs and Qualified Charitable Donations with SPIA payments
The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
361 episoder
Manage episode 451557914 series 2424283
Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments…
(6:30) A listener wonders if they will be subject to the Social Security earnings test.
(14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal.
(30:30) Chris answers whether there is a time limit to apply for Survivor Benefits.
(46:30) George asks whether moving money from a 529 plan to a Roth is considered a conversion. (referenced article)
(1:04:30) The guys offer clarity on the timing for RMDs and Qualified Charitable Donations with SPIA payments
The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
361 episoder
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