Social Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342
October 21, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QCDs, RMDs, and annuities. (6:15) George from Washington looks for advice on when his wife should look to claim Social Security. (17:45) A different George in Washington wonders which IRMAA threshold he should pay attention to when looking for an adjustment upon retiring. (34:30) A listener gives a real...
Listen NowDiscussing An Article On Traditional Retirement Models: EDU #2342
October 18, 2023
Jim and Chris discuss a recent article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E42.mp3 Podcast: Play in new window | Download (Duration: 1:11:32 — 32.7MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, SPIAs, and QCDs: Q&A #2341
October 14, 2023
Jim and Chris discuss listener questions relating to Social Security, IRMAA, Roth conversions, SPIAs, and QCDs. (8:45) George from Virginia provides some additional clarification on a Social Security question discussed on the last EDU show #2341. (21:30) A listener from New Jersey wonders if the proceeds from a home sale will push him into IRMAA and if there is a toll he can use for looking into...
Listen NowA Social Security Special: EDU #2341
October 11, 2023
Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from automatically kicking on is an option. (9:15) Georgette wonders if her future COLAs and deferred retirement credits will be calculated based on the benefit she was receiving prior to suspending her...
Listen NowSocial Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340
October 7, 2023
Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal Social Security benefit and what amount is considered for the spousal “top off” amount. (23:15) George from Massachusetts asks about filing the form SSA-44 to avoid IRMAA for the years...
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