Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities. (4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming. (12:30) George from California looks for opinions and advice on fixed index […]