Episode 33: Giving IRA Money to Charity, plus Remarriage and Social Security

Big Picture Retirement Listener Questions


Once a month, Devin and John answer questions that have been submitted by listeners.

This week, Rob asks about sending the distributions from an Individual Retirement Arrangement (IRA) to a charity.  John discussed 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.

Do you have a question for a future Listener Questions episode?  Submit it to questions@bigpictureretirement.net.

Resources mentioned in this episode:

Enter the Echo giveaway at www.bigpictureretirement.net/echo

Devin and John’s free ebook:  www.bigpictureretirement.net/steps

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