Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

Something More with Chris Boyd

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5M ago 43:34

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Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College Planning Webinar (see link below). For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

To register for our College Planning Webinar, click the link below: https://attendee.gotowebinar.com/register/3777108755579750751

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