The SECURE Act, Social Security, The CARES Act, and More: Q&A #2033

August 15, 2020

The SECURE Act, Social Security, The CARES Act, and More: Q&A #2033

Jim and Chris answer listeners’ questions about Social Security, The SECURE Act, The CARES Act, pension payout options, the fluidity of the Minimum Dignity Floor, and what to consider when choosing the right survivor benefits from a pension.

(9:15) A listener from Massachusetts wants to know about divorced spouse Social Security claiming options.

(18:41) George from Georgia seeks clarification from episode #2030 on the SECURE Act.

(25:00) A fellow “advisorette” asks a question about the tax consequences of the CARES Act.

(32:00) George from New York asks a question about hedging against rising interest rates to maximize his lump-sum pension payout options.

(48:10) George asks about the fluidity of the Minimum Dignity Floor in relation to market volatility.

(51:00) A listener wonders which strategies for choosing survivor benefits on her pension to consider.

Podcast: Play in new window | Download (Duration: 1:18:27 — 35.9MB)

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