Social Security, Robo-Advisors, Excess Contributions, 529 Plans, and RMDs: Q&A #2319

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

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Business

Jim and Chris discuss listeners questions relating to Social Security, robo-advisors, excess contributions, 529 plans, and RMDs. (6:45) A Californian listener wonders if she’s been missing out on a potential spousal Social Security benefit while delaying claiming her own personal benefit. (17:15) George from Georgia asks what to do about the excess Social Security benefit […]