Social 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 NowSocial Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
January 13, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social Security office. (27:15) A listener in Minnesota...
Listen NowSocial Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
December 30, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, backdoor Roth contributions, and annuities. (13:45) A local listener worries and asks about earning excess income in a certain year while already claiming her Social Security benefit. (25:15) A Virginian listener looks for clarification on what qualifies as a “work reduction” for IRMAA purposes....
Listen NowSocial 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...
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