Social Security, RMDs, and Inherited Annuities: Q&A #2322

June 3, 2023

Social Security, RMDs, and Inherited Annuities: Q&A #2322

Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities.

(10:00) George from California asks a question about Social Security claiming options to supplement their other secure income sources.

(40:30) A listener wants clarity from the May 17th, 2023 EDU show about RMDs on their SEP IRA rollover.

(49:00) A listener from Tennessee is wondering what the options are for a beneficiary of a non-qualified annuity that has not yet been annuitized.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.