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Podcasts » Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
June 10, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs.
(18:30) A listener from Texas asks a question about the family maximum Social Security benefit.
(32:00) George from Ohio mentions that brokered CDs can be a great short-term principally protected alternative to Multi-Year Guaranteed Annuities (MYGAs).
(44:45) A Floridian is wondering if there is an annuity that will pay a lifetime income stream with a guaranteed inflation adjustments built into it.
(54:30) As a continuation of one of last week’s questions, Jim and Chris explain what a non-qualified stretch annuity is, and whether they recommend utilizing the strategy.
(1:11:30) Georgette from California asks about Required Minimum Distributions (RMDs) on annuities.
Podcast: Play in new window | Download (Duration: 1:29:27 — 40.9MB)
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