IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345

November 11, 2023

IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345

Chris sits down on a solo show to discuss listeners questions relating to IRMAA, SSA-44, and Social Security spousal/survivor benefits.

(3:30) A Californian listener asks about the timing of when IRMAA will start relative to applying for Medicare.

(10:11) A listener from Indiana looks for clarification on the need for an SSA-44 form for a client who was recently let go from employment.

(20:30) George in Virginia asks about taking a spousal Social Security benefit with children under 16 regarding the reduced amount.

(26:00) A listener in Minnesota wonders if a person who is at or above full retirement age can suspend their own Social Security benefit to claim a survivor benefit instead.

(32:00) A Colorado listener asks if she has to pay back spousal benefits she collected previously following a divorce.

(37:00) Chris provides some input on the changes for Social Security in 2024.

Podcast: Play in new window | Download (Duration: 47:29 — 21.7MB)

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