Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
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Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
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About this listen
Chris is joined by Jake and Jacob to answer listener questions on Social Security, followed by a PSA about unexpected Social Security payment timing, then additional questions on transition planning, asset positioning across account types, weighing Roth conversions against the senior deduction, and planning around IRMAA.(6:15) George asks what percentage of taxes he should have […]
The post Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530 appeared first on The Retirement and IRA Show.
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