Social Security, Inherited Roth, and IRMAA: Q&A #2533
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Social Security, Inherited Roth, and IRMAA: Q&A #2533
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About this listen
Jim and Chris discuss listener questions on Social Security spousal benefits, filing logistics and spousal eligibility with a disabled child, an inherited Roth IRA, and IRMAA concerns.(14:30) A listener asks why his spouse’s Social Security spousal benefit is less than half of his primary benefit amount.(21:45) George asks about the process and documentation needed when […]
The post Social Security, Inherited Roth, and IRMAA: Q&A #2533 appeared first on The Retirement and IRA Show.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.