Social Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340

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

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Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal Social Security benefit and what amount is considered for the spousal “top off” amount. (23:15) George from Massachusetts asks about filing the form SSA-44 to avoid IRMAA […]