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Podcasts » Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216
Social Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216
April 16, 2022
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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