35 min listen
Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
Medicare IRMAA, Roth Pro-Rata, & Real Estate Strategies - 414
ratings:
Length:
45 minutes
Released:
Jan 31, 2023
Format:
Podcast episode
Description
Modified adjusted income for Medicare and IRMAA and the pro-rata and aggregation rules for Roth conversions explained... clearly? Will a combat zone TSP transfer be subject to those rules? Plus, joint tenants with rights of survivorship vs. transfer on death for a brokerage account, reducing taxes on the sale of a timeshare, how much to spend on home improvements, and using a reverse mortgage instead of long-term care insurance. And wait ’til you hear Joe and Big Al's thoughts on the best way to pay the least amount of tax when you cash out your retirement savings to buy gold and silver. Show notes, many new free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-414
Released:
Jan 31, 2023
Format:
Podcast episode
Titles in the series (100)
4 Retirement Plan Loopholes That Could Close Soon - 20: Aired: 4/9/2016 11 AM:: Big Al and Joe share four retirement account loopholes that could close soon. Plus, what you need to know about the recent changes to Social Security and how that could have a huge impact on your retirement. by Your Money, Your Wealth