Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
Description
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 plans, Fun Vision, and Annuities.
(Intro – 12:00 ) Chris provides a Social Security PSA.
(19:00 ) A listener wonders whether her husbands Social Security benefits have been getting a COLA since his passing or if they’ve been frozen.
(26:00 ) A listener wonders if missed payment history from the 1980’s can be corrected and included when calculating their Social Security benefit.
(36:15 ) A listener asks about other alternative investment options for his 529 plans depending on the future of his daughters education needs.
(50:45 ) A listener wonders what the difference is between Fun Vision and the Fun Number.
(1:03:30 ) George looks for advice on taking his 401(k) as an annuity versus a SPIA down the line.
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United States
