Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337

September 16, 2023

Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337

Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities.

(6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules.

(27:30) George from Virginia asks if you have to file the form SSA-44 twice for each year in the two year lookback period.

(35:30) A listener wonders if a Social Security survivor benefit can be claimed in the case of a domestic partnership versus a marriage.

(47:00) George in Michigan asks if he’ll be able to contribute the catchup contribution to his 401k next year given the changes with Secure Act 2.0.

(58:00) A Louisiana listener wonders why Jim and Chris don’t encourage people in their early 50’s to purchase an income annuity.

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