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

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

Update: 2024-02-10
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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.

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

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

Jim Saulnier, CFP® & Chris Stein, CFP®