IRMAA, 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 NowIRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345
November 11, 2023
Chris sits down on a solo show to discuss listeners questions relating to IRMAA, SSA-44, and Social Security spousal/survivor benefits. (3:30) A Californian listener asks about the timing of when IRMAA will start relative to applying for Medicare. (10:11) A listener from Indiana looks for clarification on the need for an SSA-44 form for a client who was recently let go from employment. (20:30)...
Listen NowA Social Security Special: EDU #2341
October 11, 2023
Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from automatically kicking on is an option. (9:15) Georgette wonders if her future COLAs and deferred retirement credits will be calculated based on the benefit she was receiving prior to suspending her...
Listen NowSocial Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
August 19, 2023
Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit. (14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the...
Listen NowSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
August 5, 2023
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit. (14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of...
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