missy@financialexpertsnetwork.com1 month 4 weeks ago
A few comments from listeners when they were asked what the learned from the webinar:
1031 Exchange in conjunction with 121 exemptions to avoid considerable capital gains taxes on rental property by moving into the rental property a year or more after the 1031 Exchange; I didn't know that capital gains exclusion from the sale of your primary residence won't work for IRMAA reconsideration purposes with the IRS. - Mike P.
Great overview of IRMAA and some unique ways to spin a life changing event that qualifies for filing a SSA-44 form. - William C.
I like the idea of gifting an appreciated asset to an older family member & then inheriting it back with a step-up in basis! I wouldn't recommend it, but it is a novel idea. - Allen M.
The idea of appealing IRMAA, and Larry's walk through of form SSA-44 are completely new to me, and very practical. I can think of at least 2 client situations where it would be worth a try to help clients appeal their IRMAA premium amounts due to reduced incomes. - Michael D.
excellent for some reason if I use another function in my Mac mini M 4 chip CPU the sound is lost ...audio is lost to the replay. then. I have to reboot out of FEN and go back in
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1031 Exchange in conjunction with 121 exemptions to avoid considerable capital gains taxes on rental property by moving into the rental property a year or more after the 1031 Exchange; I didn't know that capital gains exclusion from the sale of your primary residence won't work for IRMAA reconsideration purposes with the IRS.
- Mike P.
Great overview of IRMAA and some unique ways to spin a life changing event that qualifies for filing a SSA-44 form.
- William C.
I like the idea of gifting an appreciated asset to an older family member & then inheriting it back with a step-up in basis! I wouldn't recommend it, but it is a novel idea.
- Allen M.
The idea of appealing IRMAA, and Larry's walk through of form SSA-44 are completely new to me, and very practical. I can think of at least 2 client situations where it would be worth a try to help clients appeal their IRMAA premium amounts due to reduced incomes.
- Michael D.