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The Retirement and IRA Show

Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2673 Ratings

🗓️ 21 September 2024

⏱️ 94 minutes

🧾️ Download transcript

Summary

Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of […]

Transcript

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0:00.0

The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.

0:06.8

All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.

0:11.9

All economic and performance information is historical in nature and is not indicative of any future results.

0:16.4

Any indices mentioned on the show are unmanaged and cannot be invested indirectly.

0:19.8

Diversification and asset allocation strategies do not assure profit or protect against loss.

0:23.7

Never make any investment or financial decisions based on information offered on this show

0:26.8

without first consulting your financial legal or tax advisor.

0:29.6

Financial planning services offered through Jim Solnior and Associates LLC, a registered investment advisor.

0:38.3

This is the retirement and IRA show coming to you from beautiful Northern Colorado.

0:43.7

Join us as certified financial planner Jim Sondier, as well as Colorado State University

0:48.6

Finance instructor and certified financial planner Chris Stein, teach you about IRAs, 401k's, annuities, social security,

0:57.0

pension plans, and estate planning in a fun and enjoyable show. Whether you are listening live in

1:02.7

Colorado or streaming from their website or iTunes podcast, Jim and Chris want you to know that they're

1:08.5

available to help you plan for your retirement.

1:14.0

Just visit their website at Jimhelps.com.

1:17.6

That's Jim H-E-L-P-S dot com.

1:20.0

And click the Meet the Team button on the homepage.

1:22.9

Now here's Jim and Chris with today's show.

1:31.0

Well, hello and welcome to the Retirement and IRA show, Q&A edition.

1:38.9

Got a nice selection of questions lined up for you, I'm sure. Jim's the arbiter of those questions, but today we're recording this on what might be the final summer-like day in Colorado for 2024.

1:47.0

We'll have to see if warm weather returns.

1:50.0

Today, I think outside my house is going to be mid to maybe high 80s.

...

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