
Sign up to save your podcasts
Or


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
By Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors4.6
752752 ratings
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

3,255 Listeners

1,999 Listeners

1,951 Listeners

450 Listeners

1,310 Listeners

453 Listeners

546 Listeners

752 Listeners

559 Listeners

696 Listeners

828 Listeners

199 Listeners

594 Listeners

436 Listeners

1,062 Listeners