Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

August 6, 2022

Pensions, Social Security, RMDs, Sequential Risk, and Secure Income: Q&A #2232

Jim and Chris discuss listeners questions relating to pension rollovers, Social Security benefits, RMDs, mitigating sequential risk, and secure income.

(3:15) PSA; A listener from Alabama links to an article about Alabama not taxing pensions that are rolled into IRAs.

(9:45) A Virginian listener wonders about the best way to find his estimated Social Security benefit based on anticipated work history.

(23:45) Georgette from Wisconsin looks for the best Social Security claiming strategies for spouses with similar estimated benefits.

(35:15) Georgette from California looks for clarification on the required minimum distribution (RMD) on a recently inherited IRA account.

(53:30) A Texan listener provides some details on his investments and asks for opinions on mitigating sequential risk.

(1:11:30) George from California looks for help with supplementing secure income in a survivorship scenario.

Podcast: Play in new window | Download (Duration: 1:42:03 — 46.7MB)

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