Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333

August 19, 2023

Social Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333

Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs.

(3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit.

(14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the current political climate.

(24:15) George from New York asks how many times he can file SSA-44 for the work reduction exemption.

(38:30) A listener in California asks for advice on how to transition from an accumulation mindset to a decumulation mindset regarding his own asset management.

(57:00) George from North Carolina asks about his future required minimum distribution (RMD) considerations for his IRA and annuities within his IRA.

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