Social Security, IRMAA, GPO, and Annuities: Q&A #2407
Description
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor.
(7:45 ) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit.
(16:45 ) George wonders when he’d be able to appeal a previous IRMAA surcharge.
(26:45 ) A listener in Missouri looks for clarification on the effects of GPO on a potential future Social Security survivorship benefit.
(39:30 ) A listener asks about a deferred annuity and the advantages/disadvantages.
(1:02:45 ) George in Texas shares his plan for an eventual SPIA purchase and covering his minimum dignity floor (MDF) shortage in retirement.
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