DSUE, Social Security, Trusts, and Pensions: Q&A #2229

July 16, 2022

DSUE, Social Security, Trusts, and Pensions: Q&A #2229

Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, they answer listener questions relating to Social Security, Trusts, and Pension claiming options.

(22:00) An Idahoan asks about deeming eligibility for Social Security benefits.

(29:00) An Oregon resident wants to know what the implications relating to Social Security benefits are from remarrying an ex-spouse after claiming their own spousal benefits.

(38:30) A listener from Washington asks about leaving IRA assets to a Trust.

(42:30) A Virginian asks if they should take their pension as a lump sum and purchase a Single Premium Immediate Annuity (SPIA) to supplement their Delay Period Minimum Dignity Floor.

Podcast: Play in new window | Download (Duration: 1:04:37 — 29.6MB)

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