Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335

September 2, 2023

Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending.

(6:45) A listener looks for clarification on his wife’s spousal Social Security benefit.

(12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime.

(23:00) George from Missouri wonders if income recognized from Roth conversions after retirement would substantiate a qualifying event for the form SSA-44 and IRMAA.

(39:30) A listener looks to get quickly caught up on the concepts of the minimum dignity floor (MDF) and fun number.

(43:00) A listener talks about his own experience in retirement and the unfortunate lack of time to enjoy fun spending.

(54:15) George in Pennsylvania shares his story about getting out and enjoying some desired/fun travel ahead of his eventual retirement.

Podcast: Play in new window | Download (Duration: 1:09:23 — 31.8MB)

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