Social Security, IRMAA, QCDs, RMDs, and Annuities: Q&A #2342

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 listeners questions relating to Social Security, IRMAA, QCDs, RMDs, and annuities. (6:15) George from Washington looks for advice on when his wife should look to claim Social Security. (17:45) A different George in Washington wonders which IRMAA threshold he should pay attention to when looking for an adjustment […]