Retirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931

August 17, 2019

Retirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931

Join us for another week of retirement planning related questions answered by Jim and Chris. Topics include things to consider with retirement planning when there is a large age gap within a marriage, Inherited IRA RMDs, and the ‘Minimum Dignity Floor’

 

10:51  A live caller from Virginia asks about things to consider with retirement planning with a “May/December marriage”.

41:07  A New York listener wonders what happens with the Required Minimum Distribution (RMD) on an Inherited IRA when there are multiple beneficiaries.

48:31  Should a State-provided stipend be considered secure income for the ‘Minimum Dignity Floor’ calculations?

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

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.