• 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 […]

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.