Jim and Chris sit down to answer listener questions related to Social Security, 529 Plans, and SPIA payments…
(6:30) A listener wonders if they will be subject to the Social Security earnings test.
(14:30) The guys weigh in on if/how a Roth conversion would impact an IRMAA appeal.
(30:30) Chris answers whether there is a time limit to apply for Survivor Benefits.
(46:30) George asks whether moving money from a 529 plan to a Roth is considered a conversion. (referenced article)
(1:04:30) The guys offer clarity on the timing for RMDs and Qualified Charitable Donations with SPIA payments
The post Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447 appeared first on The Retirement and IRA Show.