• Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504

  • Jan 25 2025
  • Length: 1 hr and 34 mins
  • Podcast

Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504

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  • Summary

  • Jim and Chris discuss listener questions relating to Medicare enrollment, Social Security benefits, and estate taxes. (6:00) George asks about Medicare’s special enrollment period and the impact of large Roth conversions on IRMAA thresholds after retirement. (18:30) A listener wonders about the impact of the Social Security (Un)Fairness Act on spousal and survivor benefits eligibility. […]

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.