Our Most Recent Show
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.
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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