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

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

20d ago 1:18:02

MP3•एपिसोड होम

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 surcharges.

(34:15) A listener asks about the timing behind claiming a Social Security survivor benefit.

(43:00) A listener looks for thoughts on exchanging bond funds within a brokerage account with regard to the wash sale rule.

(45:00) A listener reaches out to Jim and Chris with a Harvard study that they often reference on their show indicating a person’s ability to understand financial concepts begins diminishing at age 53.

Associated Video: https://www.youtube.com/watch?v=IzohbdGQEaI | Associated Book Summary: http://lewismandell.com/

(55:00) George looks for any applicable alternatives to annuities.

The post Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415 appeared first on The Retirement and IRA Show.

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