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Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433

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Manage episode 434687813 series 2424283
内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs.

(4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son.

(11:00) Georgette recalls Chris speaking about delayed retirements benefits and asks Chris what the benefits, if any, are of waiting the extra 6 months to file for Social Security.

(20:15) Jim and Chris tackle a question about a (twice) Inherited IRA and whose lifetime table is used for the interim RMDs.

(34:30) The guys answer a listener’s question about the timeline requirements for purchasing a “life only” SPIA with RMD money and doing a Qualified Charitable Donation (QCD).

The post Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433 appeared first on The Retirement and IRA Show.

  continue reading

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Manage episode 434687813 series 2424283
内容由Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs.

(4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son.

(11:00) Georgette recalls Chris speaking about delayed retirements benefits and asks Chris what the benefits, if any, are of waiting the extra 6 months to file for Social Security.

(20:15) Jim and Chris tackle a question about a (twice) Inherited IRA and whose lifetime table is used for the interim RMDs.

(34:30) The guys answer a listener’s question about the timeline requirements for purchasing a “life only” SPIA with RMD money and doing a Qualified Charitable Donation (QCD).

The post Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433 appeared first on The Retirement and IRA Show.

  continue reading

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