Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

June 5, 2021

Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123

Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries.

(6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit.

(18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies.

(29:30) An Ohioan listener looks for advice on potentially rolling over his 403(b) benefits into a traditional IRA.

(51:00) A second listener from Ohio asks about the order of taking out QCDs, RMDs, and making Roth conversions.

(1:03:45) George wonders about setting up the ideal beneficiaries for his IRA.

Podcast: Play in new window | Download (Duration: 1:13:33 — 33.7MB)

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