Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

Published: May 23, 2020, 4 a.m.

Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs.  They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has […]

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