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Podcast: Big Picture Retirement®
Episode: Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
Description: In this episode we're answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don't include his housing allowance, even though he pays taxes on it. Then, we talk through a listener's concerns about how changing the title on a brokerage account could affect the revocable living trust her parents set up. We also explain how Required Minimum Distributions (RMDs) work and why the percentage you have to take out increases as...