Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

September 10, 2022

Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) Contributions: Q&A #2237

Jim and Chris sit down to answer listener questions regarding Social Security, Revocable Living Trusts, VAs, SPIAs, and 401(k) contributions.

(4:45) A Texan asks a question about Social Security benefit calculators.

(10:30) A New Jerseyan wonders how naming their checking account as owner of a revocable living trust will affect their Social Security direct deposits.

(26:15) A listener is curious to know the pros and cons of utilizing a Variable Annuity (VA) over a Single Premium Immediate Annuity (SPIA) for guaranteed income.

(53:00) George from Ohio asks what happens when someone over contributes to their 401(k).

Podcast: Play in new window | Download (Duration: 1:08:48 — 31.5MB)

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