Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

January 15, 2022

Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs.

(7:00) A Washington listener asks about how to claim a Social Security survivor benefit.

(12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security benefits.

(24:45) George from California looks for clarification regarding the rules for the federal estate tax exemption.

(36:30) A listener looks for advice on setting up a donor advised fund (DAF) while doing some Roth conversions.

(56:45) George wonders if utilizing QLACs to help reduce his potential future RMDs amount is a smart strategy.

Podcast: Play in new window | Download (Duration: 1:32:37 — 42.4MB)

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