• Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517

  • Apr 26 2025
  • Length: 1 hr and 6 mins
  • Podcast

Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517

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  • Summary

  • Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA relief, suspending Social Security for tax planning, and QCD timing with RMDs. (3:00) A listener enquires whether her 85-year-old mother, who recently remarried, must remain on her ex-spouse’s record for one year before switching to spousal benefits on her new husband’s record.(12:15) […]

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