Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
January 27, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs. (8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation. (24:30) A New York listener asks about the level of IRMAA premium that he and his wife will pay based on the timing of filing their form SSA-44. (33:00)...
Listen NowMedicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
January 6, 2024
Jim and Chris discuss listeners questions relating to Medicare, IRMAA, Social Security, Roth conversions, taxes, RMDs, and trusts. (5:00) George from Arizona asks why Medicare doesn’t “true up” IRMAA penalties on a tax return. (12:00) George in Florida wonders if a couple has to be married for 10 years consecutively to qualify for a Social Security spousal benefit. (20:30) A...
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, WEP, IRMAA, and Retirement Planning: Q&A #2351
December 23, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, IRMAA, and retirement planning. (6:45) A listener looks for clarification regarding his parents Social Security survivor benefits and the impact of WEP. (22:00) A listener in New Mexico asks about the impacts of IRMAA in years with large gains resulting from the sale of a home. (34:15) Georgette looks for...
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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