Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

January 29, 2022

Child-In-Care Benefits, Trusts, Disability Benefits, and The Rule Of 55: Q&A #2205

Jim and Chris discuss questions relating to Child-In-Care benefits, Trusts as beneficiaries, Social Security disability benefits, and the rule of 55.

(5:00) A listener looks for clarification regarding the Child-In-Case Spousal Social Security benefit.

(16:30) A listener asks about 401(k) beneficiary distributions and listing a secondary beneficiary as a Trust.

(53:30) George from Connecticut wonders about whether his current Social Security disability benefit will limit or influence when his wife should begin collecting her own Social Security benefit.

(1:01:00) A listener asks about the rule of 55 and whether or not part-time work will restrict his ability to access his funds penalty free.

Podcast: Play in new window | Download (Duration: 1:09:44 — 31.9MB)

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