Social Security, IRMAA, Wash Sales, and Annuity Alternatives: Q&A #2415
April 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, wash sales, and annuity alternatives. (17:30) George wonders if his Social Security benefit will be affected due to his earnings in Canada. (25:45) George wonders if he can let the SSA know about discontinuing Roth conversions to avoid the associated IRMAA surcharges. (34:15) A listener asks about the timing...
Listen NowIRMAA Premiums, Social Security, Annuities, and Medicare: Q&A #2414
April 6, 2024
Jim and Chris sit down to discuss listener questions relating to IRMAA premiums, Social Security, annuities, and Medicare. (15:00) A listener asks about the timing behind an increase in his IRMAA premiums. (24:30) George looks for clarification on the rules surrounding a spousal Social Security benefit. (34:15) George wonders if Jim and Chris are going to touch on which questions you should ask...
Listen NowSocial Security, Rollovers, Annuities, and Trusts: Q&A #2412
March 23, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age....
Listen NowSocial Security, IRMAA, GPO, and Annuities: Q&A #2407
February 17, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A listener in Missouri looks for...
Listen NowSecure Act 2.0 and Section 204 Continued: EDU #2407
February 14, 2024
Jim and Chris sit down to continue their detailed discussion on the Secure Act 2.0, specifically, section 204. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E07.mp3 Podcast: Play in new window | Download (Duration: 1:12:10 — 33.0MB) Subscribe:...
Listen Now
