Social Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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 […]

Further episodes of The Retirement and IRA Show

Further podcasts by Jim Saulnier, CFP® & Chris Stein, CFP®

Website of Jim Saulnier, CFP® & Chris Stein, CFP®