Episode Details
Back to Episodes#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE!
Published 3 years, 8 months ago
Description
Listener Q&A where Andy answers questions about:
- How to calculate the increase to Social Security for delaying the start of benefits, or the decrease for starting benefits early
- What to consider with regards to when to start receiving a pension
- What Required Minimum Distributions ("RMDs") are necessary when inheriting an IRA from someone who inherited it from its original owner
- How bullet ETFs are taxed
- Taking just spousal benefits while letting your own Social Security benefit grow
- The options available to safely save cash for a few years
Links in this episode:
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights