• Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519

  • May 10 2025
  • Length: 1 hr and 34 mins
  • Podcast

Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519

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  • Summary

  • Jim and Chris respond to listener emails on Social Security record accuracy, IRMAA repayment options, naming a Trust as an IRA beneficiary, and the Roth 5-year Rule. (12:00) Georgette shares five important Social Security lessons from her family’s experience, prompting a PSA-style discussion on earnings record errors, divorce and remarriage rules, survivor benefit delays, and […]

    The post Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519 appeared first on The Retirement and IRA Show.
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