Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
March 2, 2024
Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. (14:45) George from Texas provides a helpful...
Listen NowSocial Security, Ethics Requirements, MDF, and Trust Funding: Q&A #2408
February 24, 2024
Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics requirement and looks for clarity on a...
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 NowSocial Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406
February 10, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44. (39:00) A...
Listen NowRoth Conversions, Social Security, CD Ladders, and SPIAs: Q&A #2405
February 3, 2024
Jim and Chris sit down to discuss listeners questions relating to Roth conversions, Social Security, CD ladders, and SPIAs. (3:30) A Californian listener wonders if Roth conversions are subject to the Social Security earnings test. (9:30) Georgette from Georgia looks for clarification on the maximum earnings limit regarding her husbands Social Security statement. (16:15) A listener asks about...
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