Social Security, Annuities, and Life Insurance: Q&A #2239

September 24, 2022

Social Security, Annuities, and Life Insurance: Q&A #2239

Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, and life insurance.

(27:30) A Massachusetts listener looks for clarification on his retroactive Social Security benefit.

(31:45) George from Kentucky wonders if he can claim a Social Security survivor benefit while delaying his own benefit to age 70.

(38:45) George from Texas looks for thoughts on the best time for him to start his annuity.

(53:00) George in Arizona asks about SPIA ladders and mechanisms for providing guaranteed income in retirement.

(1:07:30) A listener from Connecticut wonders about an older Wall Street Journal article discussing private equity buying life insurance and annuities.

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