Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511


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Mar 14 2025 79 mins   83 1 0

Jim and Chris answer listener questions on Social Security records, GPO, QCD timing, annuity costs, and excess IRA contributions.


(10:30) Georgette asks about fixing gaps in her Social Security record.


(19:30) The guys discuss how a listener’s spousal Social Security benefits work after the repeal of GPO.


(28:30) George seeks clarification on the timing of QCDs and RMDs.


(53:30) Jim and Chris answer a query about the administrative costs of annuities.


(1:04:15) George faces challenges with excess IRA contributions and MAGI limits.


The post Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511 appeared first on The Retirement and IRA Show.