Social Security, Inherited IRAs, RMDs and Annuities: Q&A #2252

December 24, 2022

Social Security, Inherited IRAs, RMDs and Annuities: Q&A #2252

Jim and Chris discuss listeners questions relating to spousal Social Security benefits, survivor benefits, inherited IRAs, RMDs, and annuities.

(16:00) Georgette wonders if she can claim a spousal Social Security benefit without affecting her future full personal benefit.

(26:30) A listener looks for clarification on his sisters ability to claim a Social Security survivor benefit.

(37:45) The same listener from above asks about the stretch RMD rules for inherited IRAs with regard to his sister and her inherited IRA.

(52:00) George from Texas looks for an alternative instrument to provide guaranteed income other than an annuity.

Podcast: Play in new window | Download (Duration: 1:24:58 — 38.9MB)

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