Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

The Retirement and IRA Show

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11d ago 1:15:57

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Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.

(10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security

(19:30) A listener looks for a better understanding of Survivor Benefits and the means test.

(32:30) Jim and Chris discuss whether someone can continue to use the same QCD in an Inherited IRA.

(40:15) The guys dive into a question about tax strategies relate to a defined pension benefit.

(56:30) A do-it-yourselfer wonders about an appropriate way to account for SPIA income in his spreadsheets.

The post Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.

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