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#040 - Q&A edition...delaying Social Security, when to start a pension, RMDs on inherited IRAs, where to save cash and MORE! - Publication Date |
- Sep 15, 2022
- Episode Duration |
- 00:38:47
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
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