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Kandungan disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504

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Manage episode 463045026 series 2424283
Kandungan disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes.

(6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement.
(18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility.
(23:00) The guys weigh in on a question about eligibility for survivor benefits after delaying Social Security to age 70.
(28:30) Jim and Chris address concerns about strategies to mitigate estate taxes, including the use of Qualified Charitable Distributions (QCDs) and trusts.

The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show.

  continue reading

385 episod

Artwork
iconKongsi
 
Manage episode 463045026 series 2424283
Kandungan disediakan oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes.

(6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement.
(18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility.
(23:00) The guys weigh in on a question about eligibility for survivor benefits after delaying Social Security to age 70.
(28:30) Jim and Chris address concerns about strategies to mitigate estate taxes, including the use of Qualified Charitable Distributions (QCDs) and trusts.

The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show.

  continue reading

385 episod

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