What Income Sources are Included for the IRMAA Calculation?

Retirement Answer Man

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 Financial
Stay Wealthy Podcast with Taylor Schulte
Retirement Planning Education Podcast with Andy Panko
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center