Social Security, Inherited IRAs, and The SIPC: Q&A #2312

March 25, 2023

Social Security, Inherited IRAs, and The SIPC: Q&A #2312

Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC).

(13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit.

(28:00) The same listener from above looks for clarification on the rules relating to his sisters inherited IRA RMDs.

(47:15) A listener in Washington asks about Securities Investor Protection Corporation (SIPC) for brokerage accounts exceeding $500,000 in value given the current US banking crisis.

(1:02:30) A listener from Kentucky looks for advice on the timing of claiming a Social Security benefit when their secure income is projected to cover all needs.

Podcast: Play in new window | Download (Duration: 1:20:53 — 37.0MB)

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