Social 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...
Listen NowReviewing The Ed Slott Test Continued: EDU #2340
October 4, 2023
Jim and Chris sit down to continue their discussion on a test/quiz given to attendees of the Ed Slott training program. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E40.mp3 Podcast: Play in new window | Download (Duration: 1:01:54 — 28.3MB) Subscribe:...
Listen NowSocial Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
September 30, 2023
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...
Listen NowReviewing The Ed Slott Test: EDU #2339
September 27, 2023
Jim and Chris sit down to discuss a test/quiz given to attendees of the Ed Slott training program and provide their thoughts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E39.mp3 Podcast: Play in new window | Download (Duration: 1:03:40 — 29.1MB) Subscribe:...
Listen NowSocial 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...
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