QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

February 8, 2020

QCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006

Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more!

(In the end, Jim and Chris answered 7 listener questions–not too shabby!)

(6:10) A Californian would like clarity about taking out a QCD from an IRA.

(8:45) A listener would like to know if her boyfriend’s mom can file for the 10-year divorce benefit if her divorce date barely falls short of ten years.

(16:00) A Washington listener wants to know when her husband can file for his Social Security spousal benefit.

(23:55) A Nebraskan in the financial planning field would like to discuss trust tax rates, particularly in how they’re affected by the SECURE Act.

(40:15) Another listener from California would like to know if he can do a Roth conversion after he retires.

(42:15) A listener from Michigan would like to know what are mortality credits for annuities.

(54:45) George from New Jersey wants to know what Jim and Chris think about secondary market annuities.



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