Social Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134
August 21, 2021
Jim and Chris sit down to discuss listener questions about Social Security survivor and spousal benefits, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, QLACs, and RMDs.
(6:00) Cousin George from Delaware asks a question about claiming Social Security survivors benefits.
(16:30) A Floridian wants to know if claiming Social Security spousal benefits will affect their own benefits later on.
(23:00) George from Pennsylvania would like to know what would happen to their Multi-Year Guaranteed Annuity (MYGA) if they were to move to a different state.
(34:00) A Utahn writes their comments on potential conflicts of interest in the Finance industry.
(42:00) Georgette from Santa Barbara asks where Federal and State income taxes fall within the Minimum Dignity Floor.
(53:30) A Wisconsinite asks for advice on whether or not to consider a Qualified Longevity Annuity Contract (QLAC) to reduce their Required Minimum Distributions (RMDs).
Podcast: Play in new window | Download (Duration: 1:20:30 — 36.9MB)
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