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

The Retirement and IRA Show

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Navigating Social Security Benefits

This chapter highlights the significance of regularly reviewing your Social Security earnings record to ensure accuracy and discusses the 10-year rule for spousal benefits, especially for divorced individuals. It shares insights on the importance of being informed about potential survivor benefits and the process of appealing income-related Medicare surcharges. Additionally, practical tips for maximizing Social Security benefits and navigating complex regulations are provided, empowering listeners to advocate for themselves and educate others.

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