Ed Slott Conference Review, Social Security, and FPDA Discussion

June 2, 2018

Jim summarizes some of what was discussed during the Ed Slott conference he attended last month.  Jim and Chris also discuss an email from a North Dakota Social Security Blog listener regarding alternatives to the old “file and suspend” strategy that is no longer available.  Chris clarifies some of the rules on claiming spousal and survivor benefits while responding to this email.  Jim then continues answering a question from a prior podcast regarding Flexible Premium Deferred Annuities, touching on longevity protection and principle protection, and how the payments are determined.

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