Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

March 12, 2022

Social Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211

Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts.

(3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit.

(12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets.

(29:45) A listener looks for advice on an accidental rollover when a Roth conversion was originally intended.

(50:30) Georgette from Texas asks for thoughts on the current setup of her Trust and beneficiaries in relation to her daughter.

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