• Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506

  • Feb 8 2025
  • Length: 1 hr and 10 mins
  • Podcast

Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506

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  • Summary

  • Jim and Chris discuss listener questions relating to Survivor Benefits, Social Security Disability Insurance, and Donor Advised Funds. Before diving into listener questions, Jim shares insights from his recent trip to an industry conference, where he investigated financial planning software options that might align with their Secure Retirement Income Process™ and Fun Number™. The guys […]

    The post Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506 appeared first on The Retirement and IRA Show.
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