Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327

July 8, 2023

Social Security, Insurance, IRMAA, and MYGAs: Q&A #2327

Jim and Chris sit down to discuss listeners questions relating to Social Security, insurance, IRMAA, and MYGAs.

(5:30) A listener from Florida looks for clarification on the rules regarding Social Security and having a disabled child.

(28:30) The same listener from above asks for advice on cashing in an insurance policy or not.

(1:07:30) A Californian listener asks if IRMAA brackets can go down in the future.

(1:12:00) A listener from New Jersey wonders if he should consider purchasing a MYGA within an IRA given the current market interest rates.

(1:19:00) Another listener from New Jersey asks if o qualify for child in care spousal benefits, does the child have to be biological or adopted or does a stepchild qualify?

Podcast: Play in new window | Download (Duration: 1:23:45 — 38.3MB)

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