Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

March 15, 2025

Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

Jim and Chris answer listener questions on Social Security records, GPO, QCD timing, annuity costs, and excess IRA contributions.

(10:30) Georgette asks about fixing gaps in her Social Security record.

(19:30) The guys discuss how a listener’s spousal Social Security benefits work after the repeal of GPO.

(28:30) George seeks clarification on the timing of QCDs and RMDs.

(53:30) Jim and Chris answer a query about the administrative costs of annuities.

(1:04:15) George faces challenges with excess IRA contributions and MAGI limits.

Podcast: Play in new window | Download (Duration: 1:19:10 — 36.2MB)

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