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Social Security and RMDs: Q&A #2049

Chris answers listeners' interesting and compelling questions relating to Social Security rules and RMDs (Required Minumum Distributions).

(2:45) George asks for confirmation on the rules/benefits for his mother retroactively filing for her Social Security benefit.

(8:10) A listener from Missouri asks about the penalties and frequency of penalties incurred if someone were to file for Social Security benefits before their full retirement age (FRA).

(17:00) A Californian listener asks about when he can receive Social Security disability payments while collecting his current state disability benefits.

(27:15) A listener asks about the best way to handle taking beneficiary RMDs for the upcoming year of 2021.

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About the Show

About the Show

What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.