IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) […]