DiscoverThe Retirement and IRA ShowSocial Security, IRMAA, ETFs, Private Investments: Q&A #2547
Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

Update: 2025-11-22
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Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s classification, concerns about buffer-style funds, the growing push toward private investments, and moving from mutual funds to ETFs. (22:30 ) A listener presents a hypothetical asking whether the repeal of WEP/GPO could allow Georgette to receive a spousal benefit based on her ex-husband’s Federal […]


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Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

Jim Saulnier, CFP® & Chris Stein, CFP®