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Podcasts » Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350
December 16, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Medicare, IRMAA, annuities, and MDF.
(6:00) A listener wonders about his sister’s unique income situation and asks a handful of Social Security related questions.
(22:15) George from Pennsylvania looks for clarification on Medicare and IRMAA.
(38:45) A listener from Pennsylvania asks about taking some of the annuity payments within his TIAA account and the potential tax ramifications.
(1:00:45) A listener asks how he can calculate the actual lifetime value of this annuity once invoked for my minimum dignity floor.
Podcast: Play in new window | Download (Duration: 1:11:52 — 32.9MB)
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