Social Security, Trusts, IRA Contributions and Deferred Compensation Plans: Q&A #2316

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

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Jim and Chris sit down to discuss listener questions relating to Social Security, trusts, IRA contributions, and deferred compensation plans. (4:30) A Californian listener asks about his sisters age 70 full Social Security benefit amount given her unique situation. (11:30) This was a continuation on a question addressed last year regarding funding a bypass trust […]