Social Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
September 23, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security survivor benefit for his mother. (17:00) An Arizona listener wonders at what point his primary insurance amount (PIA) becomes “set”. (31:30) George from Texas asks about IRMAA and...
Listen NowSocial Security, IRMAA, Fun Number, and MDF: Q&A #2336
September 9, 2023
Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF. (7:30) A Massachusetts listener looks for clarification on WEP and his person Social Security benefit timing. (15:00) George in Maryland asks about IRMAA and the circumstances of a life changing event. (22:30) A listener from Wisconsin asks about the release of the IRMAA surcharge...
Listen NowSocial Security, IRMAA, MDF, and Fun Spending: Q&A #2335
September 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending. (6:45) A listener looks for clarification on his wife’s spousal Social Security benefit. (12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime. (23:00) George from Missouri...
Listen NowSocial Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
August 26, 2023
Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener in Ohio looks for the...
Listen NowSocial Security, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332
August 12, 2023
Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments. (2:45) Georgette from New York looks for some clarification on collecting her own Social Security benefit given a couple of unique items specific to her case. (12:30) A listener provides his input and thoughts on Jim and Chris’s thoughts towards using AAA...
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