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Social Security, IRMAA, GPO, and Annuities: Q&A #2407

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Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor.

(7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit.

(16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge.

(26:45) A listener in Missouri looks for clarification on the effects of GPO on a potential future Social Security survivorship benefit.

(39:30) A listener asks about a deferred annuity and the advantages/disadvantages.

(1:02:45) George in Texas shares his plan for an eventual SPIA purchase and covering his minimum dignity floor (MDF) shortage in retirement.

 

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