Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs.
(3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit.
(14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the current political climate.
(24:15) George from New York asks how many times he can file SSA-44 for the work reduction exemption.
(38:30) A listener in California asks for advice on how to transition from an accumulation mindset to a decumulation mindset regarding his own asset management.
(57:00) George from North Carolina asks about his future required minimum distribution (RMD) considerations for his IRA and annuities within his IRA.
The post Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333 appeared first on The Retirement and IRA Show.