Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409

The Retirement and IRA Show

Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs.

(Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules.

(14:45) George from Texas provides a helpful PSA letting listeners know when to expect Medicare to reach out with info on upcoming cost and eligibility.

(19:30) Georgette from Texas gives a insightful PSA on her custodian reaching out to make her aware of some suspected larger, fraudulent IRA distributions.

(28:45) An Ohio listener asks if his wife will be eligible to receive a Social Security disability benefit based on their current ages.

(34:15) George in Pennsylvania looks for clarification on any special Social Security considerations when the primary earning spouse passes away early before peak earnings.

(41:00) A listener in Ohio looks for some insight on private equity based insurance companies buying up company pensions.

(1:04:00) A listener from Georgia asks for some help with determining the late RMD penalty for her aunts estate accounts.

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