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Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam.
(5:30) George asks if you’re required to claim Social Security as soon as you turn 70.
(13:00) The guys are asked for their input on Social Security claiming strategy.
(21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different annuity types (SPIA, GMWB, and GMIB).
(36:30) A listener just passed their CFP exam (a big congrats from the whole team at JS&A!) and asks for the guys’ input on recommended next steps.
The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.
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By Jim Saulnier, CFP® & Chris Stein, CFP®
4.3
696696 ratings
Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam.
(5:30) George asks if you’re required to claim Social Security as soon as you turn 70.
(13:00) The guys are asked for their input on Social Security claiming strategy.
(21:00) Jim and Chris discuss whether there are differences in the handling of RMDs for different annuity types (SPIA, GMWB, and GMIB).
(36:30) A listener just passed their CFP exam (a big congrats from the whole team at JS&A!) and asks for the guys’ input on recommended next steps.
The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.
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