Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211
The Retirement and IRA Show - Un pódcast de Jim Saulnier, CFP® & Chris Stein, CFP®
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Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for […]
