Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
Update: 2024-11-23
Description
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 time limit to apply for Survivor Benefits.
(46:30 ) George asks whether moving money from a 529 plan to a Roth is considered a conversion. (referenced article)
(1:04:30 ) The guys offer clarity on the timing for RMDs and Qualified Charitable Donations with SPIA payments
The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.
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