The Retirement and IRA Show

Social Security, IRMAA, MDF, and Fun Spending: Q&A #2335


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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.

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

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