New IRS Rules, Questions on Social Security and More: Q&A #2027

July 4, 2020

New IRS Rules, Questions on Social Security and More: Q&A #2027

Jim and Chris discuss the new IRS rules on RMDs and then answer listener questions.

(2:30)  Announcement about new IRS rules on replacing 2020 required minimum distributions (RMDs).

(13:35) A Virginian asks a question about how COVID-19 will impact his Social Security benefits.

(31:20) George from West Virginia wants to know the pitfalls and benefits of a conversion strategy that would take the place of a Roth conversion.

(45:25) A couple from New York wonder what would be the best age to claim their Social Security benefits.

(51:15) A listener has a question about CRUT (stretch) strategies with IRA inheritance planning.

Podcast: Play in new window | Download (Duration: 1:02:14 — 28.5MB)

Subscribe: Apple Podcasts | RSS

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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

© 2018 Jim Saulnier, LLC. All rights reserved.

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.