Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216

April 16, 2022

Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216

Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities.

(4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming.

(12:30) George from California looks for opinions and advice on fixed index annuities (FIAs).

(45:30) A listener wonders about rollovers between a Roth 401(k) and Roth IRA.

(51:45) A New York listener looks for advice on what to do with her three inherited annuities.

Podcast: Play in new window | Download (Duration: 1:14:43 — 34.2MB)

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