Social 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...
Listen NowIRMAA, Social Security, Mutual Funds and ETFs: Q&A #2349
December 9, 2023
Jim and Chris sit down to discuss listener questions relating to IRMAA, Social Security, mutual funds and ETFs. (3:45) George from California asks for clarification on filing the form SSA-44 and the associated IRMAA costs. (13:30) A listener wonders if she should claim her Social Security benefit earlier than expected to cover some long-term care costs. (41:45) A listener from Kentucky asks...
Listen NowSocial Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
December 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work. (26:00) A Virginian listener asks about the latest possible dates he can use when filing form SSA-44 to avoid any IRMAA impacts. (36:00) A listener in Arizona...
Listen NowSocial Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
November 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing. (26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums...
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