Social Security, IRAs, and Taxes: Q&A #2249

December 3, 2022

Social Security, IRAs, and Taxes: Q&A #2249

Jim and Chris sit down to discuss and answer listeners questions regarding Social Security, IRAs, and taxes.

(12:45) A listener from New Jersey wonders why someone would file a restricted application for Social Security.

(20:00) A listener from Indiana looks for clarification on a potential IRA rollover strategy to stay below IRMAA limits.

(51:00) George from California wonders about having a Trust listed as beneficiary on an IRA.

(58:15) A listener from Illinois asks about the timing of the inflationary adjustments for Social Security benefits.

(1:01:15) The same listener from Illinois comments on a previous podcast regarding the widow-widower tax penalty.

(1:07:55) As a final question from the Illinois listener above, he wonders about a specific case and whether or not someone can claim a Social Security survivorship benefit.

Podcast: Play in new window | Download (Duration: 1:19:45 — 36.5MB)

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