Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415

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

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Business

Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA […]