Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409
Description
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.
The post Medicare, Fraud Awareness, Social Security Survivorship, Pensions, and RMDs: Q&A #2409 appeared first on The Retirement and IRA Show.
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