Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

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

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Business

Jim and Chris sit down to answer listener questions regarding Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) contributions. (4:45) A Texan asks a question about Social Security benefit calculators. (10:30) A New Jerseyan wonders how naming their checking account as owner of a revocable living trust will affect their Social Security direct deposits. […]