Social Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 17 August 2024

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son. (11:00) Georgette recalls Chris speaking about delayed retirements […]

Transcript

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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.
0:06.9	All information is believed to be from reliable sources.
0:09.1	However, we make no representation as to its completeness or accuracy.
0:12.0	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.5	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.9	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.8	Never make any investment or financial decisions based on information offered on this show
0:26.9	without first consulting your financial legal or tax advisor.
0:29.7	Financial planning services offered through Jim Solnior and Associates LLC, a registered investment
0:33.4	advisor.
0:43.2	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:48.8	Join us as certified financial planner Jim Sondier, as well as Colorado State University Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401k's, annuities,
0:56.2	social security, pension plans, and estate planning in a fun and enjoyable show.
1:01.4	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:06.8	Jim and Chris want you to know that they're available to help you plan for your retirement.
1:11.4	Just visit their website at Jimhelps.com.
1:14.5	That's Jim H-E-L-P-S.com.
1:18.1	And click the Meet the Team button on the homepage.
1:20.7	Now here's Jim and Chris with today's show.
1:32.6	Well, hello and welcome to the Retirement Naira show Q&A edition for this week.
1:38.9	I don't have any special announcements for today.
1:41.7	And I know that Jim's trying to beat some traffic.
	...

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