Social Security, Rollovers, Annuities, and Trusts: Q&A #2412
Description
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.
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