Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445

The Retirement and IRA Show

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。

1M ago 1:25:52

MP3•单集首页

Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs…

(12:30) The guys are asked if dual citizenship will affect Social Security benefits.

(20:30) George looks for clarity on Social Security’s family maximum rules.

(30:00) Chris explains the reduction factor when claiming a spousal Social Security benefit.

(35:45) The guys address some confusion a listener had with a recent article talking about Roth conversions once somebody begins their required minimum distributions (RMDs).

(54:30) Jim and Chris discuss what happens if somebody wants to open a Qualified Longevity Annuity Contract (QLAC), but they have not fully satisfied their Required Minimum Distributions for the year and are interested in doing a Qualified Charitable Distribution (QCD). Can they transfer money from their IRA to the QLAC before satisfying their RMD?

(1:01:00) A listener wonders if, with funds that have a one-year holding period in the design of their outcome period (buffered ETFs), are capital gains treated as long-term or short-term?

The post Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445 appeared first on The Retirement and IRA Show.

365集单集

#Trading #Business #Social Security #Chris Stein #Jim Saulnier #Retirement #Lifestyle #Jim Saulnier, CFP® & Chris Stein, CFP®