Survivor Benefits, WEP, Estate Tax, DAFs, and QLACs: Q&A #2203

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

Categories:

Business

Jim and Chris discuss questions pertaining to Social Security survivor benefits, WEP, estate tax, donor advised funds (DAFs), and QLACs. (7:00) A Washington listener asks about how to claim a Social Security survivor benefit. (12:45) A Missouri listener looks for advice on determining the effects WEP will have on her and her husbands Social Security […]