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IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
Manage episode 455397614 series 2424283
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.
366 episodi
Manage episode 455397614 series 2424283
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.
366 episodi
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