IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
Description
Jim and Chris discuss listener questions relating to IRMAA, SS Spousal Benefits, IRA withdrawals, Qualified Charitable Donations, and Roth contributions.
(6:45 ) A listener looks for assistance filling out form SSA-44 to have his IRMMA surcharge reevaluated.
(24:15 ) George wonders if his wife claiming her Social Security benefits early will reduce her spousal benefit when he takes his SS at full retirement age.
(36:00 ) Jim and Chris share a listener’s perspective on the advantages of paying federal taxes with an IRA withdrawal.
(39:15 ) The guys weigh in on using the check-writing ability from an IRA to make QCDs.
(52:15 ) Jim shares a case study where someone might be able to double their annual Roth contributions.
The post IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450 appeared first on The Retirement and IRA Show.
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