Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs.

(8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation.

(24:30) A New York listener asks about the level of IRMAA premium that he and his wife will pay based on the timing of filing their form SSA-44.

(33:00) An Arizona listener provides some input and thoughts on the recently discussed section 204 in Secure 2.0.

(52:15) George in Pennsylvania wonders about how to calculate the account value of an annuity when considering it for RMD purposes given Secure 2.0.

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The post Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404 appeared first on The Retirement and IRA Show.