Social Security, WEP, and Trusts: Q&A #2315

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, WEP, and irrevocable life insurance trusts (ILITs). (9:00) George from Nebraska looks for clarification on how Government Pension Offsets (GPO) and Windfall Elimination Provision (WEP) affect his Social Security benefit. (30:15) Georgette asks if she’d be able to claim a Social Security survivor […]