Podcasts Business Investing Your Money, Your Wealth Strategies for Social Security, Annuities, and Inherited Assets - 252

Strategies for Social Security, Annuities, and Inherited Assets - 252

Published: Dec. 17, 2019, 3 p.m.

Joe and Big Al answer questions about coordinating Social Security benefits with Roth contributions and required minimum distributions, weighing the Social Security restricted application against survivor benefits, the Windfall Elimination provision for teachers, whether to take RMDs from a brokerage IRA or an annuity - and of course, Joe will explain why that annuity is a terrible idea - and the fellas get into how to split an inherited annuity four ways and how to split a house eight ways! Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-252