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What Income Sources are Included for the IRMAA Calculation? episode artwork

EPISODE · Jul 24, 2024 · 1H

What Income Sources are Included for the IRMAA Calculation?

from Retirement Answer Man · host Roger Whitney and Taylor Schulte

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions. Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:11] Which income sources are included in the IRMAA calculation?[10:12] On the retirement podcast network[12:35] How to use home equity as a retirement resource[22:35] Which rules should be used for this inherited IRA?[23:39] Why should I do a Roth conversion if I don’t want to?[30:47] What can I do with my small annuity?[36:01] Are closed-end funds good or bad?[47:10] Pension or the lump sum?TODAY’S SMART SPRINT SEGMENT [57:18] What have you been talking about more than doing? Take action.Resources Mentioned In This Episode Define FinancialStay Wealthy Podcast with Taylor SchulteRetirement Planning Education Podcast with Andy PankoRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement  by Roger WhitneyRoger’s Retirement Learning Center

What this episode covers

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.  Make sure to...

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This episode is 1 hour and 0 minutes long.

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This episode was published on July 24, 2024.

What is this episode about?

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your...

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