Social Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341

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 Social Security, IRMAA, Roth conversions, SPIAs, and QCDs. (8:45) George from Virginia provides some additional clarification on a Social Security question discussed on the last EDU show #2341. (21:30) A listener from New Jersey wonders if the proceeds from a home sale will push him into IRMAA […]