Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

July 2, 2022

Social Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227

Jim and Chris sit down to discuss listener questions relating to Social Security, lump sum pensions, and deferred annuities.

(4:15) George from Indiana looks for advice on the exact month he should file for his Social Security benefits to get the maximum deferred credit amount.

(14:30) A Michigan listener asks for recommendations on a good, online Social Security benefits calculator.

(24:30) A listener from Indiana wonders about taking his lump sum pension distribution and investing a portion into the down market.

(47:30) A Maryland listener asks about continuing to defer his annuity income benefits until he needs to begin withdrawing for living expenses in the future.

Podcast: Play in new window | Download (Duration: 1:23:55 — 38.4MB)

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