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Social Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
Jim and Chris discuss questions relating to Social Security, GPO, the Social Security spousal benefits, IRMAA, SPIAs, and the Secure Act 2.0.
(4:30) A listener from Illinois references a previous Q&A show and asks about the effects of GPO on Social Security.
(8:15) A listener from Utah looks for clarification on delaying the claiming of a spousal Social Security benefit.
(22:30) Georgette from Ohio asks about the procedure of notifying the SSA of an increase in previous years' taxable income and the effect on the IRMAA calculation.
(31:00) A listener from New Jersey asks about the timing of purchasing of a SPIA considering the current high interest rate environment.
(55:30) A listener from Illinois seeks clarification on the beneficiary classification of a trust according to the Secure Act 2.0.
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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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