Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

June 13, 2020

Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities.

(5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits.

(15:20) A listener from New York would like to know in which month or year will he receive his full delayed retirement credit from Social Security.

(23:35) Two listeners offer suggestions to an answer Jim and Chris gave on a previous podcast episode.

(43:30) A Virginian has a question concerning his mother’s QCD.

(52:00) George would like some input on annuity recommendations.

Podcast: Play in new window | Download (Duration: 1:14:33 — 34.1MB)

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