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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Aug 14, 2017

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

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