Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
The Retirement and IRA Show - Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
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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. […]
