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Family Benefit Limit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
Jim and Chris discuss listener questions relating to the Family Benefit Limit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.
(10:00) Georgette asks about factoring in the Family Benefit Limit while deciding when to start taking Social Security
(19:30) A listener looks for a better understanding of Survivor Benefits and the means test.
(32:30) Jim and Chris discuss whether someone can continue to use the same QCD in an Inherited IRA.
(40:15) The guys dive into a question about tax strategies relate to a defined pension benefit.
(56:30) A do-it-yourselfer wonders about an appropriate way to account for SPIA income in his spreadsheets.
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What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR? 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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