Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509

Jim and Chris sit down to discuss listener questions relating to Social Security, 529 plans, Fun Vision, and Annuities.

(Intro – 12:00) Chris provides a Social Security PSA.

(19:00) A listener wonders whether her husbands Social Security benefits have been getting a COLA since his passing or if they’ve been frozen.

(26:00) A listener wonders if missed payment history from the 1980’s can be corrected and included when calculating their Social Security benefit.

(36:15) A listener asks about other alternative investment options for his 529 plans depending on the future of his daughters education needs.

(50:45) A listener wonders what the difference is between Fun Vision and the Fun Number.

(1:03:30) George looks for advice on taking his 401(k) as an annuity versus a SPIA down the line.

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