
Sign up to save your podcasts
Or
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending.
(6:45) A listener looks for clarification on his wife’s spousal Social Security benefit.
(12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime.
(23:00) George from Missouri wonders if income recognized from Roth conversions after retirement would substantiate a qualifying event for the form SSA-44 and IRMAA.
(39:30) A listener looks to get quickly caught up on the concepts of the minimum dignity floor (MDF) and fun number.
(43:00) A listener talks about his own experience in retirement and the unfortunate lack of time to enjoy fun spending.
(54:15) George in Pennsylvania shares his story about getting out and enjoying some desired/fun travel ahead of his eventual retirement.
The post Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335 appeared first on The Retirement and IRA Show.
4.3
681681 ratings
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending.
(6:45) A listener looks for clarification on his wife’s spousal Social Security benefit.
(12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime.
(23:00) George from Missouri wonders if income recognized from Roth conversions after retirement would substantiate a qualifying event for the form SSA-44 and IRMAA.
(39:30) A listener looks to get quickly caught up on the concepts of the minimum dignity floor (MDF) and fun number.
(43:00) A listener talks about his own experience in retirement and the unfortunate lack of time to enjoy fun spending.
(54:15) George in Pennsylvania shares his story about getting out and enjoying some desired/fun travel ahead of his eventual retirement.
The post Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335 appeared first on The Retirement and IRA Show.
436 Listeners
772 Listeners
1,918 Listeners
1,286 Listeners
504 Listeners
507 Listeners
562 Listeners
181 Listeners
554 Listeners
788 Listeners
175 Listeners
36 Listeners
723 Listeners
162 Listeners
100 Listeners