Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350

December 16, 2023

Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350

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.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.