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

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

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 […]