Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
April 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives.
(17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada.
(25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges.
(34:15) A listener asks about the timing behind claiming a Social Security survivor benefit.
(43:00) A listener looks for thoughts on exchanging bond funds within a brokerage account with regard to the wash sale rule.
(45:00) A listener reaches out to Jim and Chris with a Harvard study that they often reference on their show indicating a person’s ability to understand financial concepts begins diminishing at age 53.
Associated Video: https://www.youtube.com/watch?v=IzohbdGQEaI | Associated Book Summary: http://lewismandell.com/
(55:00) George looks for any applicable alternatives to annuities.
Podcast: Play in new window | Download (Duration: 1:18:02 — 35.7MB)
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