Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 9 November 2024

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listeners questions relating to Social Security, RMDs, QLACs, and Buffered ETFs… (12:30) The guys are asked if dual citizenship will affect Social Security benefits. (20:30) George looks for clarity on Social Security’s family maximum rules. (30:00) Chris explains the reduction factor when claiming a spousal Social Security benefit. […]

Transcript

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0:26.6	without first consulting your financial legal or tax advisor.
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0:33.6	This is the retirement and IRA show coming to you from advisor.
0:43.0	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:48.6	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
0:56.3	security, pension plans, and estate planning in a fun and enjoyable show. Whether you are listening
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1:08.1	that they're available to help you plan for your retirement.
1:14.0	Just visit their website at Jimhelps.com.
1:17.6	That's Jim H-E-L-P-S.com.
1:20.0	And click the Meet the Team button on the homepage.
1:23.0	Now here's Jim and Chris with today's show.
1:32.2	Good day and welcome to the Retirement and I show, Q&A edition for this week.
1:40.9	So I do want to announce as we're recording this that I'm starting to get into the holiday mood because finally we have some actual winter-like fluffy snow falling here in the
1:47.2	northern front range of Colorado. So as we're recording this in Fort Collins, Colorado is where I am.
1:52.9	Jim's a little farther south. But it finally feels like it's kind of winterish at this point.
	...

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