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

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

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 […]