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

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. (23:00) The guys weigh in on a question about eligibility for survivor benefits after delaying Social Security to age 70. (28:30) Jim and Chris address concerns about strategies to mitigate estate taxes, including the use of Qualified Charitable Distributions (QCDs) and trusts. The post Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504 appeared first on The Retirement and IRA Show .