Navigated to Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

Social Security, IRMAA, ETFs, Private Investments: Q&A #2547

November 22
1h 23m

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Episode Description

Jim and Chris discuss listener questions on Social Security spousal benefits, IRMAA’s classification, concerns about buffer-style funds, the growing push toward private investments, and moving from mutual funds to ETFs. (22:30) A listener presents a hypothetical asking whether the repeal of WEP/GPO could allow Georgette to receive a spousal benefit based on her ex-husband’s Federal […]

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