Strategies for Social Security, Annuities, and Inherited Assets - 252

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 17 December 2019

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe and Big Al answer questions about coordinating Social Security benefits with Roth contributions and required minimum distributions, weighing the Social Security restricted application against survivor benefits, the Windfall Elimination provision for teachers, whether to take RMDs from a brokerage IRA or an annuity - and of course, Joe will explain why that annuity is a terrible idea - and the fellas get into how to split an inherited annuity four ways and how to split a house eight ways! Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-252

Transcript

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0:00.0	Today's episode of Your Money, Your Wealth is all about strategizing.
0:05.0	Joe and Big Al answer questions about coordinating social security benefits with Roth contributions and required minimum distributions,
0:12.0	weighing the Social Security restricted application against survivor benefits, the windfall elimination provision for teachers,
0:19.0	whether to take RMDs from a brokerage IRA or an annuity,
0:23.1	and of course Joe will explain why that annuity is a terrible idea, and the fellows will also get
0:28.1	into how to split an inherited annuity four ways, and how to split a house eight ways.
0:33.7	I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth, Joe Anderson, CFP, and Big Out Clopine CPA.
0:41.5	You got a question, that's what we do all day now.
0:45.2	Yeah, it is what we, it's all we do.
0:46.8	It's it. It seems.
0:48.0	We try to get them all grind it out here.
0:50.2	I think you guys are popular now.
0:52.1	We could be.
0:53.9	Except there, we still only have 20 listeners because they're the same people over and over again.
0:58.5	I know.
0:59.2	Yeah, I feel bad for you.
1:00.2	So here's 15 questions.
1:02.5	I know you guys are struggling.
1:04.4	We do have that actually from James, I think.
1:06.9	He sent out about 50 questions for you guys to answer.
1:09.4	We got Peter and Susie from San Diego.
1:13.0	Hi, Joe and Al.
	...

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