Social Security, Annuities, MDF, Beneficiaries, and Taxes: Q&A #2402
January 13, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social … Read more