Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
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Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener […]
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Social Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334