01.27.2024 - By Jim Saulnier, CFP® & Chris Stein, CFP®
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 […]