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Social Security, IRMAA, Secure Act 2.0, and RMDs: Q&A #2404
Manage episode 397822287 series 2424283
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.
324 episodes
Manage episode 397822287 series 2424283
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.
324 episodes
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