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IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450

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Contenuto fornito da Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions.

(6:45) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated.

(24:15) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he takes his SS at full retirement age.

(36:00) Jim and Chris share a listener’s perspective on the advantages of paying federal taxes with an IRA withdrawal.

(39:15) The guys weigh in on using the check-writing ability from an IRA to make QCDs.

(52:15) Jim shares a case study where someone might be able to double their annual Roth contributions.

The post IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450 appeared first on The Retirement and IRA Show.

  continue reading

366 episodi

Artwork
iconCondividi
 
Manage episode 455397614 series 2424283
Contenuto fornito da Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions.

(6:45) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated.

(24:15) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he takes his SS at full retirement age.

(36:00) Jim and Chris share a listener’s perspective on the advantages of paying federal taxes with an IRA withdrawal.

(39:15) The guys weigh in on using the check-writing ability from an IRA to make QCDs.

(52:15) Jim shares a case study where someone might be able to double their annual Roth contributions.

The post IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450 appeared first on The Retirement and IRA Show.

  continue reading

366 episodi

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