Social Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331

August 5, 2023

Social Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331

Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions.

(5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit.

(14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of hypothetical situations.

(40:00) George in Iowa references a previous show on annuities and asks about annuities receiving the last in, first out (LIFO) tax treatment.

(53:30) A listener in Oregon looks for thoughts on the claiming strategies for his FERS pension and minimum dignity floor funding.

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