Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
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Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
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About this listen
Jim and Chris address questions on Social Security survivor benefits, unreimbursed HSA expenses, SPIA funding from multiple accounts, and Fixed Indexed Annuity details. (7:45) Georgette asks whether drawing her own reduced Social Security benefit at 62 will affect her ability to switch to her deceased husband’s full survivor benefit at age 67. (23:15) A listener […]
The post Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524 appeared first on The Retirement and IRA Show.
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