The Retirement and IRA Show

IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345


Listen Later

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) George in Virginia asks about taking a spousal Social Security benefit with children under 16 regarding the reduced amount.

(26:00) A listener in Minnesota wonders if a person who is at or above full retirement age can suspend their own Social Security benefit to claim a survivor benefit instead.

(32:00) A Colorado listener asks if she has to pay back spousal benefits she collected previously following a divorce.

(37:00) Chris provides some input on the changes for Social Security in 2024.

The post IRMAA, SSA-44, and Social Security Spousal/Survivor Benefits: Q&A #2345 appeared first on The Retirement and IRA Show.

...more
View all episodesView all episodes
Download on the App Store

The Retirement and IRA ShowBy Jim Saulnier, CFP® & Chris Stein, CFP®

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

681 ratings


More shows like The Retirement and IRA Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,918 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,286 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

507 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

562 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

554 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

788 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

723 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

162 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners