Social Security, Inherited Roth, and IRMAA: Q&A #2533 Podcast Por  arte de portada

Social Security, Inherited Roth, and IRMAA: Q&A #2533

Social Security, Inherited Roth, and IRMAA: Q&A #2533

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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 […]

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