Jim and Chris sit down to discuss listeners questions relating to Social Security, Medicare, IRMAA, annuities, and MDF.
(6:00) A listener wonders about his sister’s unique income situation and asks a handful of Social Security related questions.
(22:15) George from Pennsylvania looks for clarification on Medicare and IRMAA.
(38:45) A listener from Pennsylvania asks about taking some of the annuity payments within his TIAA account and the potential tax ramifications.
(1:00:45) A listener asks how he can calculate the actual lifetime value of this annuity once invoked for my minimum dignity floor.
The post Social Security, Medicare, IRMAA, Annuities, and MDF: Q&A #2350 appeared first on The Retirement and IRA Show.