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IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
Manage episode 388427586 series 2424283
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs.
(3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs.
(13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs.
(41:45) A listener from Kentucky asks about his wives Social Security survivor benefit should he pass away before her.
(49:30) Georgette from California questions if there is a way to convert mutual funds into exchange traded funds (ETFs) easily within an IRA.
The post IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349 appeared first on The Retirement and IRA Show.
308 епізодів
Manage episode 388427586 series 2424283
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs.
(3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs.
(13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs.
(41:45) A listener from Kentucky asks about his wives Social Security survivor benefit should he pass away before her.
(49:30) Georgette from California questions if there is a way to convert mutual funds into exchange traded funds (ETFs) easily within an IRA.
The post IRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349 appeared first on The Retirement and IRA Show.
308 епізодів
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