A Social Security Special: EDU #2341

October 11, 2023

A Social Security Special: EDU #2341

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 benefit.

(16:30) A listener in South Carolina asks if her mother will fall under IRMAA given her unique circumstances with the state making an error on her pension income amount.

(32:30) A listener in Colorado looks for clarification on the law regarding voluntary suspension of benefits.

(39:45) A Pennsylvanian listener asks about the spousal/survivor benefits his wife would be eligible to receive if he were to pass away.

Podcast: Play in new window | Download (Duration: 54:59 — 25.2MB)

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