35 min listen
Strategies for Social Security, Annuities, and Inherited Assets - 252
Strategies for Social Security, Annuities, and Inherited Assets - 252
ratings:
Length:
46 minutes
Released:
Dec 17, 2019
Format:
Podcast episode
Description
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
Released:
Dec 17, 2019
Format:
Podcast episode
Titles in the series (100)
15 Mistakes People Make in Retirement - 31: Aired: 5/21/2016 10 AM:: Joe and Al go over a recent Go Banking Rates article about mistakes even the smartest and most prepared people make in retirement. by Your Money, Your Wealth