Social Security, Some Suggestions, QCDs, and Annuity Recommendations: Q&A #2024

Published: June 13, 2020, 4 a.m.

Jim and Chris answer some questions about Social Security, they discuss some listeners’ suggestions related to a previous podcast episode, and then they tackle some questions about QCDs and annuities. (5:45) An Oregon and a North Carolina listener ask about Social Security statements and where to find estimated benefits. (15:20) A listener from New York […]

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