Social Security, IRA Beneficiaries, QCDs, and IRMAA Exceptions: Q&A #2321

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

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Business

Jim and Chris sit down to discuss listener questions relating to Social Security, IRA beneficiaries, OCDs, and IRMAA exceptions. (9:00) Jim and Chris continue a discussion based on a Michigan listeners situation where he did not receive his full Social Security Delayed Retirement Credits. (20:15) A Californian listener asks about the timing for her husband […]