Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

May 30, 2020

Out-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022

Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error.

(4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits.

(10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to switch citizenship.

(19:30) A listener comments on the origin of IRMAA.

(30:30) Georgette wonders what can be done if she accidentally converted shares instead of dollars in her Roth conversion.

Podcast: Play in new window | Download (Duration: 1:13:03 — 33.4MB)

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