I finished all 3 parts of The Trust. Awesome! What I didn't get is how to find out how much is in there (on the ledger) before the age of 65. How do I find out?
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Chris says you would go to the SSA office and request that.
So one can get the on-ledger information from the SSA office as well, however the off-ledger can only be had when you reach 65 when the trust matures, correct?
Does the trust mature at 65 for everyone or just some born certain years? Has anyone you know had success in getting that information?
I'm 65. I've tried getting that info over the phone and they all play dumb. Don't feel empowered enough to go face-to-face with them.
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