Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337

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 discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules. (27:30) George from Virginia asks if you have to file the form […]