Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 22 February 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

While Jim is attending a conference, Chris is joined by Jake to discuss listener questions relating to Social Security benefits, RMD taxes, IRMAA, and taxability considerations for claiming Social Security. (5:00) Georgette asks whether her survivor benefit will be reduced since her husband passed away at age 71. (13:30) The guys address whether claiming early […]

Transcript

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0:33.3	advisor.
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0:43.8	Join us as certified financial planner Jim Sonier, as well as Colorado State University
0:48.7	Finance instructor and certified financial planner Chris Stein teach you about IRAs, 401k's, annuities, social
0:56.4	security, pension plans, and estate planning in a fun and enjoyable show. Whether you are listening
1:02.2	live in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know
1:08.2	that they're available to help you plan for your retirement.
1:14.1	Just visit their website at Jimhelps.com.
1:20.1	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage.
1:23.0	Now here's Jim and Chris with today's show.
1:32.8	Well, good day and welcome to the Retirement and IRA show Q&A edition for this week.
1:34.9	Thanks a lot for joining us.
1:38.2	Jim is not going to be joining us today, actually.
1:44.1	So our sub for the day is Jake.
	...

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