IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 14 December 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions. (6:45) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated. (24:15) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he […]

Transcript

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0:23.1	laws.
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0:43.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:49.2	Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance Instructor and Certified Financial Planner Chris Stein, teach you about IRAs, 401ks, annuities, social security,
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1:08.3	they're available to help you plan for your retirement.
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1:17.6	That's Jim H-E-L-P-S.com.
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1:22.9	Now here's Jim and Chris with today's show. Well, hello and welcome to the Retirement and IRA show, Q&A edition for this week.
1:34.1	We've got, I think a fairly standard batch of questions coming up.
1:38.1	We'll start with a little social security related questions, I'm sure, and then get into that mixed bag.
	...

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