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Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449

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Manage episode 454272720 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim and Chris discuss listener questions relating to the Family Maximum Benefit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.

(10:00) Georgette asks about factoring in the Family Maximum Benefit while deciding when to start taking Social Security

(19:30) A listener looks for a better understanding of Survivor Benefits and the means test.

(32:30) Jim and Chris discuss whether someone can continue to use the same QCD in an Inherited IRA.

(40:15) The guys dive into a question about tax strategies relate to a defined pension benefit.

(56:30) A do-it-yourselfer wonders about an appropriate way to account for SPIA income in his spreadsheets.

The post Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.

  continue reading

414 episodes

Artwork
iconShare
 
Manage episode 454272720 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jim and Chris discuss listener questions relating to the Family Maximum Benefit, Means Test, Qualified Charitable Donations, tax strategies for pension benefits, and spreadsheet tracking of SPIA income.

(10:00) Georgette asks about factoring in the Family Maximum Benefit while deciding when to start taking Social Security

(19:30) A listener looks for a better understanding of Survivor Benefits and the means test.

(32:30) Jim and Chris discuss whether someone can continue to use the same QCD in an Inherited IRA.

(40:15) The guys dive into a question about tax strategies relate to a defined pension benefit.

(56:30) A do-it-yourselfer wonders about an appropriate way to account for SPIA income in his spreadsheets.

The post Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449 appeared first on The Retirement and IRA Show.

  continue reading

414 episodes

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