37 min listen
Fixed Indexed Annuities, RMDs, and Early Social Security - 407
Fixed Indexed Annuities, RMDs, and Early Social Security - 407
ratings:
Length:
50 minutes
Released:
Dec 6, 2022
Format:
Podcast episode
Description
We’re hearing more about fixed-indexed annuities with these volatile financial markets. Is it time to reconsider? Plus, clarification on required minimum distributions (RMDs) being waived for non-spouse IRA beneficiaries in 2021 and 2022, taxation on trusts, and suggestions for a 40-year-old considering an early mini-retirement. Also, can a 62-year-old immediately withdraw Roth conversion money? Finally, a strategy to claim Social Security early while working and invest the difference in a Roth IRA, and Joe and Big Al attempt to explain family Social Security benefits without phoning it in. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-407
Released:
Dec 6, 2022
Format:
Podcast episode
Titles in the series (100)
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