• Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

  • Nov 30 2024
  • Length: 55 mins
  • Podcast

Social Security, Annuity RMDs, and Being a CFP: Q&A #2448

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  • Summary

  • Jim and Chris discuss listener questions relating to Social Security, Annuity RMDs, and next steps after passing the CFP exam. (5:30) George asks if you’re required to claim Social Security as soon as you turn 70. (13:00) The guys are asked for their input on Social Security claiming strategy. (21:00) Jim and Chris discuss whether […]

    The post Social Security, Annuity RMDs, and Being a CFP: Q&A #2448 appeared first on The Retirement and IRA Show.
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