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Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406

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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, SSA-44, IRMAA, MDF, inflation, and rollovers.

(6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road.

(20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44.

(39:00) A Californian listener wonders about accounting for minimum dignity floor (MDF) coverage and the associated inflationary adjustments.

(1:14:00) A listener from California asks if his 403(b) will be considered tax-deferred when he rolls it into an IRA after retirement.

The post Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 appeared first on The Retirement and IRA Show.

  continue reading

315 episodes

Artwork
iconShare
 
Manage episode 400177527 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, SSA-44, IRMAA, MDF, inflation, and rollovers.

(6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road.

(20:00) A listener in Virginia comments on a previous shows question regarding the sale of a property, and filing of SSA-44.

(39:00) A Californian listener wonders about accounting for minimum dignity floor (MDF) coverage and the associated inflationary adjustments.

(1:14:00) A listener from California asks if his 403(b) will be considered tax-deferred when he rolls it into an IRA after retirement.

The post Social Security, SSA-44, MDF, Inflation, and Rollovers: Q&A #2406 appeared first on The Retirement and IRA Show.

  continue reading

315 episodes

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