#033: Giving IRA Money to Charity, and Remarriage & Social Security episode artwork

EPISODE · Aug 14, 2017 · 17 MIN

#033: Giving IRA Money to Charity, and Remarriage & Social Security

from Big Picture Retirement® · host Devin Carroll, John Ross

Listener Questions: Rob asks about sending the distributions from an Individual Retirement Arrangement (IRA) to a charity.  John discusses a couple of different scenarios and explains the possible tax benefits.  He also includes ideas for some more advanced strategies for charitable giving so you can support your favorite charities even after death. Then, Rosa wants to know about continuing to get Social Security survivor benefits from a former spouse, even if she remarries.  This is a common situation, but you really need to look at the financial considerations before moving ahead.  Devin explains the exact rules, and how these rules could impact the timing of your remarriage.   For more information, visit http://bigpictureretirement.com

NOW PLAYING

#033: Giving IRA Money to Charity, and Remarriage & Social Security

0:00 17:31

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Big Picture Retirement®?

This episode is 17 minutes long.

When was this Big Picture Retirement® episode published?

This episode was published on August 14, 2017.

What is this episode about?

Listener Questions: Rob asks about sending the distributions from an Individual Retirement Arrangement (IRA) to a charity.  John discusses a couple of different scenarios and explains the possible tax benefits.  He also includes ideas for some more...

Can I download this Big Picture Retirement® episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!