DiscoverThe Retirement and IRA ShowSocial Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

Update: 2025-03-15
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Jim and Chris answer listener questions on Social Security records, GPO, QCD timing, annuity costs, and excess IRA contributions.


(10:30 ) Georgette asks about fixing gaps in her Social Security record.


(19:30 ) The guys discuss how a listener’s spousal Social Security benefits work after the repeal of GPO.


(28:30 ) George seeks clarification on the timing of QCDs and RMDs.


(53:30 ) Jim and Chris answer a query about the administrative costs of annuities.


(1:04:15 ) George faces challenges with excess IRA contributions and MAGI limits.


The post Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511 appeared first on The Retirement and IRA Show.

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Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511

Jim Saulnier, CFP® & Chris Stein, CFP®