09.16.2023 - By Jim Saulnier, CFP® & Chris Stein, CFP®
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 […]