Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

August 20, 2022

Social Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234

Jim and Chris sit down to discuss questions relating to Social Security, WEP, disability benefits, and inherited IRAs.

(7:30) A listener looks for confirmation on when to claim Social Security benefits to ensure they receive the full 6 months of benefits.

(17:45) The same listener from above wonders about the affects of WEP on her Social Security benefit.

(38:30) George from Indiana wonders about his Social Security cost-of-living adjustment (COLA) and Social Security disability benefits.

(50:15) A listener asks about spousal inherited IRAs and how RMDs work if the beneficiary IRA remains separate from the surviving clients IRA.

Podcast: Play in new window | Download (Duration: 1:23:16 — 38.1MB)

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