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Social Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529

Social Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529

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Chris and Jake address listener questions on Social Security, single premium immediate annuity (SPIA) taxation, IRMAA impacts from NQDC payments, and Roth conversions. (9:45) George asks whether the restricted application strategy for Social Security spousal benefits is still possible, and if so, whether birth year requirements apply, along with what changed after the 2015 law […]

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