Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023

Published: June 10, 2020, 4 a.m.

Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion. (2:00) IRMAA and submitting a life-changing event form (24:45) The timing of MAGI limits in IRMAA (38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?

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