IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451  
Podcast: The Retirement and IRA Show
Published On: Sat Dec 21 2024
Description: Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) A PSA from Georgette shares her experience with using check-writing from an IRA for QCDs. (46:00) Jim and Chris weigh in on advice given to a widow about converting her late husband’s SIMPLE IRA to a Roth IRA. (1:20:45) A listener asks for guidance on handling the pro-rata rule after a backdoor Roth conversion and the implications of an IRMAA discrepancy due to a late-reported Roth conversion. The post IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451 appeared first on The Retirement and IRA Show.