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Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
Manage episode 408377599 series 2424283
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts.
(6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit.
(14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age.
(22:15) A listener asks about rolling 401(k) employer plan dollars into an IRA after changing employers.
(27:30) A listener in Florida asks how we go about evaluating an existing annuity to decide if it fits within a retirement plan.
(1:05:00) George in California asks about naming a Trust as beneficiary of a life insurance policy.
The post Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 appeared first on The Retirement and IRA Show.
300 episode
Manage episode 408377599 series 2424283
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts.
(6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit.
(14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age.
(22:15) A listener asks about rolling 401(k) employer plan dollars into an IRA after changing employers.
(27:30) A listener in Florida asks how we go about evaluating an existing annuity to decide if it fits within a retirement plan.
(1:05:00) George in California asks about naming a Trust as beneficiary of a life insurance policy.
The post Social Security, Rollovers, Annuities, and Trusts: Q&A #2412 appeared first on The Retirement and IRA Show.
300 episode
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