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Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes.
(13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work.
(26:00) A Virginian listener asks about the latest possible dates he can use when filing form SSA-44 to avoid any IRMAA impacts.
(36:00) A listener in Arizona asks about QLACs and any early withdrawal penalties on multi-year guaranteed annuities (MYGAs).
(1:10:30) George from Kansas City looks for clarification on how a client can avoid quarterly tax penalties while not recognizing a massive amount of income for the year.
The post Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348 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, QLACs, MYGAs, and taxes.
(13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work.
(26:00) A Virginian listener asks about the latest possible dates he can use when filing form SSA-44 to avoid any IRMAA impacts.
(36:00) A listener in Arizona asks about QLACs and any early withdrawal penalties on multi-year guaranteed annuities (MYGAs).
(1:10:30) George from Kansas City looks for clarification on how a client can avoid quarterly tax penalties while not recognizing a massive amount of income for the year.
The post Social Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348 appeared first on The Retirement and IRA Show.
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