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Social Security, IRA Beneficiaries, QCDs, and IRMAA Exceptions: Q&A #2321
Jim and Chris sit down to discuss listener questions relating to Social Security, IRA beneficiaries, OCDs, and IRMAA exceptions.
(9:00) Jim and Chris continue a discussion based on a Michigan listeners situation where he did not receive his full Social Security Delayed Retirement Credits.
(20:15) A Californian listener asks about the timing for her husband claiming his own Social Security benefit then later switching to a spousal benefit.
(32:00) Georgette wonders if she were to claim her husbands pension at his passing if her Social Security benefit would be affected by WEP.
(36:00) Jim and Chris provide clarification on whose life expectancy to use for calculating RMDs when inheriting an IRA as a successor beneficiary from someone who was already the IRA’s successor beneficiary.
(53:00) A listener from Minnesota wonders about trying to do QCDs within employer accounts like 403b's and 457 plans.
(1:11:15) Georgette from North Carolina wonders if her mother could file for some IRMAA exceptions.
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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