Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

May 23, 2020

Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs.  They also further discuss the best states to retire in after receiving an insightful comment by a listener.

(4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers.

(13:09) A listener has some comments about a previous podcast episode about the best states to retire in.

(20:39) A listener has some questions about her trust and beneficiaries.

(37:10) Georgette from Maryland has some questions regarding QLACs and would like some recommendations on some insurance companies from which she can purchase one.

Podcast: Play in new window | Download (Duration: 1:14:14 — 34.0MB)

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