Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434

August 24, 2024

Social Security, Long-Term Care, Child-In Care Benefits, Annuities, and Tax Credits: Q&A #2434

Chris discusses listener questions relating to Social Security, long-term care, child-in-care benefits, annuities, and tax credits.

(5:00) Chris chats about a Social Security press release regarding the overpayment burden for Social Security beneficiaries.

(12:15) A listener looks for clarification on how much long-term care (LTC) coverage we’d recommend based on their situation.

(18:00) George asks about children claiming a Social Security survivors benefit and their total family maximum benefit.

(33:15) A listener wonders about child-in-care benefits for their daughter given her situation.

(42:45) Georgette asks if the starting payments from a deferred annuity within a brokerage style account are fully taxable as interest.

(52:30) George asks for thoughts on his Social Security claiming strategy.

(1:01:00) George asks about the electric vehicle tax credit.

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