Jim and Chris discuss listener questions relating to Social Security, IRMAA, Roth conversions, SPIAs, and QCDs. (8:45) George from Virginia provides some additional clarification on a Social Security

Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from au

Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal So

Jim and Chris sit down to continue their discussion on a test/quiz given to attendees of the Ed Slott training program.

Jim and Chris discuss questions relating to Social Security, GPO, the Social Security spousal benefits, IRMAA, SPIAs, and the Secure Act 2.0. (4:30) A listener from Illinois references a previous Q&A

Jim and Chris sit down to discuss a test/quiz given to attendees of the Ed Slott training program and provide their thoughts.

Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security s

Jim and Chris sit down to continue their dialogue on feedback from listeners about how theyre doing their own retirement planning.

Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal

Jim and Chris sit down to continue their dialogue on feedback from listeners about how theyre doing their own retirement planning.