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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 benefit.
(16:30) A listener in South Carolina asks if her mother will fall under IRMAA given her unique circumstances with the state making an error on her pension income amount.
(32:30) A listener in Colorado looks for clarification on the law regarding voluntary suspension of benefits.
(39:45) A Pennsylvanian listener asks about the spousal/survivor benefits his wife would be eligible to receive if he were to pass away.
The post A Social Security Special: EDU #2341 appeared first on The Retirement and IRA Show.
By Jim Saulnier, CFP® & Chris Stein, CFP®4.3
696696 ratings
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 benefit.
(16:30) A listener in South Carolina asks if her mother will fall under IRMAA given her unique circumstances with the state making an error on her pension income amount.
(32:30) A listener in Colorado looks for clarification on the law regarding voluntary suspension of benefits.
(39:45) A Pennsylvanian listener asks about the spousal/survivor benefits his wife would be eligible to receive if he were to pass away.
The post A Social Security Special: EDU #2341 appeared first on The Retirement and IRA Show.

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