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Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404

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Manage episode 397822287 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs.

(8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation.

(24:30) A New York listener asks about the level of IRMAA premium that he and his wife will pay based on the timing of filing their form SSA-44.

(33:00) An Arizona listener provides some input and thoughts on the recently discussed section 204 in Secure 2.0.

(52:15) George in Pennsylvania wonders about how to calculate the account value of an annuity when considering it for RMD purposes given Secure 2.0.

Article Link #1: Click Here

Article Link #2: Click Here

The post Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404 appeared first on The Retirement and IRA Show.

  continue reading

324 episodes

Artwork
iconShare
 
Manage episode 397822287 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Secure Act 2.0, and RMDs.

(8:45) A listener from Texas looks for clarity on how a Social Security spousal offset can be calculated given their situation.

(24:30) A New York listener asks about the level of IRMAA premium that he and his wife will pay based on the timing of filing their form SSA-44.

(33:00) An Arizona listener provides some input and thoughts on the recently discussed section 204 in Secure 2.0.

(52:15) George in Pennsylvania wonders about how to calculate the account value of an annuity when considering it for RMD purposes given Secure 2.0.

Article Link #1: Click Here

Article Link #2: Click Here

The post Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404 appeared first on The Retirement and IRA Show.

  continue reading

324 episodes

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