Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

November 30, 2024

Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam.

(5:30) George asks if you’re required to claim Social Security as soon as you turn 70.

(13:00) The guys are asked for their input on Social Security claiming strategy.

(21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different annuity types (SPIA, GMWB, and GMIB).

(36:30) A listener just passed their CFP exam (a big congrats from the whole team at JS&A!) and asks for the guys’ input on recommended next steps.

Podcast: Play in new window | Download (Duration: 55:24 — 25.4MB)

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