DiscoverYour Money, Your WealthMedicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414

Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414

Update: 2023-01-31
Share

Description

Modified adjusted income for Medicare and IRMAA and the pro-rata and aggregation rules for Roth conversions explained... clearly? Will a combat zone TSP transfer be subject to those rules? Plus, joint tenants with rights of survivorship vs. transfer on death for a brokerage account, reducing taxes on the sale of a timeshare, how much to spend on home improvements, and using a reverse mortgage instead of long-term care insurance. And wait ’til you hear Joe and Big Al's thoughts on the best way to pay the least amount of tax when you cash out your retirement savings to buy gold and silver. Show notes, many new free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-414

Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414

Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414

Joe Anderson, CFP® & Alan Clopine, CPA