Live Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007

Published: Feb. 15, 2020, 4 a.m.

A live caller and an email comment from a financial planner are featured on today’s podcast.  Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies. (3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement (35:45) George continues by […]

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