Social Security, Gifting, and MYGA Annuities: Q&A #2127

July 3, 2021

Social Security, Gifting, and MYGA Annuities: Q&A #2127

Jim and Chris sit down to discuss various listeners questions relating to Social Security, gifting to children, and MYGA annuities.

(9:00) A South Carolinian listener looks for advice on her and her husband delaying till age 70 to claim Social Security benefits.

(14:00) Georgette from Delaware asks for help with determining the best ages for her and her husband to begin claiming Social Security benefits.

(54:15) A listener from Georgia looks for clarification on the rules surrounding gifting to a child.

(57:30) A couple from Massachusetts asks about limiting particular amounts of money when purchasing MYGAs (Multi-Year Guaranteed Annuity).

Podcast: Play in new window | Download (Duration: 1:15:47 — 34.7MB)

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