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Podcasts » Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
Social Security, IRMAA, Fun Number, and MDF: Q&A #2336
September 9, 2023
Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF.
(7:30) A Massachusetts listener looks for clarification on WEP and his person Social Security benefit timing.
(15:00) George in Maryland asks about IRMAA and the circumstances of a life changing event.
(22:30) A listener from Wisconsin asks about the release of the IRMAA surcharge brackets that provide direction as to the limits he can report as income for a given year.
(32:30) A listener wonders what should be included in fun spending.
(43:30) A New York listener looks for advice on using pension and and annuity income to cover his minimum dignity floor (MDF).
(58:30) A Californian listener adds a comment on some items to consider for No-Go fun spending.
Podcast: Play in new window | Download (Duration: 1:11:57 — 32.9MB)
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