Social Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
September 23, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security survivor benefit for his mother. (17:00) An Arizona listener wonders at what point his primary insurance amount (PIA) becomes “set”. (31:30) George from Texas asks about IRMAA and...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338
September 20, 2023
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E38.mp3 Podcast: Play in new window | Download (Duration: 1:11:36 — 32.8MB) Subscribe:...
Listen NowSocial Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
September 16, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules. (27:30) George from Virginia asks if you have to file the form SSA-44 twice for each year in the two year...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
September 13, 2023
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E37.mp3 Podcast: Play in new window | Download (Duration: 1:25:39 — 39.2MB) Subscribe:...
Listen NowSocial Security, IRMAA, Fun Number, and MDF: Q&A #2336
September 9, 2023
Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF. (7:30) A Massachusetts listener looks for clarification on WEP and his person Social Security benefit timing. (15:00) George in Maryland asks about IRMAA and the circumstances of a life changing event. (22:30) A listener from Wisconsin asks about the release of the IRMAA surcharge...
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