Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

February 10, 2024

Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

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 Californian listener wonders about accounting for minimum dignity floor (MDF) coverage and the associated inflationary adjustments.

(1:14:00) A listener from California asks if his 403(b) will be considered tax-deferred when he rolls it into an IRA after retirement.

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