Social Security, Rollovers, Annuities, and Trusts: Q&A #2412

Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts.

(6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit.

(14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age.

(22:15) A listener asks about rolling 401(k) employer plan dollars into an IRA after changing employers.

(27:30) A listener in Florida asks how we go about evaluating an existing annuity to decide if it fits within a retirement plan.

(1:05:00) George in California asks about naming a Trust as beneficiary of a life insurance policy.

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