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Social Security, RMDs, and Inherited Annuities: Q&A #2322

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Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities.

(10:00) George from California asks a question about Social Security claiming options to supplement their other secure income sources.

(40:30) A listener wants clarity from the May 17th, 2023 EDU show about RMDs on their SEP IRA rollover.

(49:00) A listener from Tennessee is wondering what the options are for a beneficiary of a non-qualified annuity that has not yet been annuitized.

The post Social Security, RMDs, and Inherited Annuities: Q&A #2322 appeared first on The Retirement and IRA Show.

  continue reading

299 episoade

Artwork
iconDistribuie
 
Manage episode 365081615 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities.

(10:00) George from California asks a question about Social Security claiming options to supplement their other secure income sources.

(40:30) A listener wants clarity from the May 17th, 2023 EDU show about RMDs on their SEP IRA rollover.

(49:00) A listener from Tennessee is wondering what the options are for a beneficiary of a non-qualified annuity that has not yet been annuitized.

The post Social Security, RMDs, and Inherited Annuities: Q&A #2322 appeared first on The Retirement and IRA Show.

  continue reading

299 episoade

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