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

  • Nov 23 2024
  • Length: 1 hr and 24 mins
  • Podcast

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

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  • 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 […]

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