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

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

Categories:

Business

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 […]