IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 21 December 2024

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) […]

Transcript

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0:00.0	The retirement-in-IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:07.0	All information is believed to be from reliable sources.
0:09.1	However, we make no representation as to its completeness or accuracy.
0:12.1	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.5	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:20.0	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.9	Never make any investment or financial decisions based on information offered on this show
0:26.9	without first consulting your financial legal or tax advisor.
0:29.7	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment
0:33.4	advisor.
0:38.2	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:43.6	Join us as certified financial planner Jim Sondier, 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
1:08.2	they're available to help you plan for your retirement.
1:13.9	Just visit their website at Jimhelps.com.
1:17.5	That's Jim, H-E-L-P-S dot 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.
1:31.0	Hello and welcome to the Retirement and I-R-R-A show Q&A edition for this week.
1:36.3	Approaching Christmas now, or the last weekend before Christmas.
	...

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