The Retirement and IRA Show

Matter of Trusts


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A caller from Texas asks Jim and Chris about trusts, revocable trusts and wills. They also discuss a couple of Social security questions. Are COLA adjustments for survivor benefits still calculated if the survivor hasn’t filed for Social Security yet? And how is the survivor benefit full retirement age different from the retirement benefit full […]
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The Retirement and IRA ShowBy Jim Saulnier, CFP® & Chris Stein, CFP®

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