Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 23 November 2024

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments… (6:30) A listener wonders if they will be subject to the Social Security earnings test. (14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal. (30:30) Chris answers whether there is a […]

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:06.7	All information is believed to be from reliable sources.
0:08.9	However, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.3	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.6	Never make any investment or financial decisions based on information offered on this show
0:26.7	without first consulting your financial legal or tax advisor.
0:29.5	Financial planning services offered through Jim Solnier and Associates LLC, a registered investment advisor.
0:38.3	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:43.7	Join us as certified financial planner Jim Sonier, as well as Colorado State University
0:48.6	Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401k's, annuities, social security,
0:57.0	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live in
1:02.7	Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that
1:08.3	they're available to help you plan for your retirement.
1:14.0	Just visit their website at Jimhelps.com.
1:17.6	That's Jim H-E-L-P-S.com.
1:20.0	And click the Meet the Team button on the homepage.
1:22.9	Now here's Jim and Chris with today's show. Hello and welcome to the Retirement IRA show Q&A edition for this week.
1:34.3	I know we've got a slew of questions saved up for you.
1:38.3	Jim's going to be bringing them to us from the beautiful sunshine state,
1:44.1	although he was complaining that it was
	...

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