Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 7 December 2024

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris discuss listener questions relating to the Family Maximum Benefit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income. (10:00) Georgette asks about factoring in the Family Maximum Benefit while deciding when to start taking Social Security (19:30) A listener looks for a better understanding of […]

Transcript

Click on a timestamp to play from that location

0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:06.8	All information is believed to be from reliable sources.
0:08.9	However, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.3	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.7	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor.
0:42.9	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:48.5	Join us as certified financial planner Jim Sonier, as well as Colorado State University Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401ks, annuities, social security,
0:56.9	pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live
1:02.4	in Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know
1:08.0	that they're available to help you plan for your retirement.
1:13.9	Just visit their website at Jimhelps.com.
1:20.1	That's Jim, H-E-L-P-S dot com, and click the Meet the Team button on the homepage.
1:22.8	Now here's Jim and Chris with today's show.
1:30.6	Hello and welcome to the Retirement and IRA show Q&A edition for this week.
1:39.4	I've got a typical show, I think, coming up, a wide variety of questions, starting usually with Social Security.
1:42.2	I suspect we'll do the same thing today.
1:47.6	Jim is still joining us from the Sunshine State, Florida.
1:50.4	It's quite sunny in Colorado today.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Jim Saulnier, CFP® & Chris Stein, CFP®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Jim Saulnier, CFP® & Chris Stein, CFP® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.