Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

October 5, 2024

Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities…

(9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an issue when he applies for benefits.

(14:30) Georgette asks for advice on filing Social Security survivor benefits and spousal benefits.

(34:30) A fellow single asks how Jim budgets and plans for the potential of a future partner entering the picture.

(45:45) The guys weigh in on a listener’s strategy to add funds to his daughter’s 529 college savings account.

(52:00) Jim and Chris discuss a Wall Street Journal letter to the editor concerning money converted into a Roth IRA that subsequently loses a significant amount of value.

(1:03:45) George looks for some answers about a Fixed Indexed Annuity he intends to purchase.

Podcast: Play in new window | Download (Duration: 1:25:24 — 39.1MB)

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