Divorced Spouse Benefits

March 31, 2018

Divorced Spouse Benefits

Jim and Chris answer a question from a listener from New Hampshire regarding Social Security divorced spouse benefits. They also discuss other questions from listeners: If you participate in the Federal Employees Retirement System (FERS) would you be better off putting money in a traditional TSP (Thrift Savings Plan) or a Roth TSP? How do delayed retirement credits work if you are already...

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Question on Annuities

March 24, 2018

Question on Annuities

Jim and Chris answered a question from a caller in VA who wanted to know if switching annuities was a good idea. They also answered an email from a financial advisor in NV who wanted to know how to learn more about Social Security. A listener in MS sent in another question regarding Social Security.  (Thanks to those listeners, Chris also got to add two more stars to the map!) And… how...

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Flexible Premium Deferred Annuities

March 17, 2018

Flexible Premium Deferred Annuities

Jim and Chris answer a couple of Social Security email questions. What do you do when you need to escalate a Social Security issue? How do you maximize your Social Security benefit if you own your own business? The also discuss things to consider before putting your money into a Flexible Premium Deferred Annuity.  ...

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Social Security Confusion

March 10, 2018

Social Security Confusion

Jim and Chris answered multiple questions from two callers regarding Social Security. The first caller had some confusion regarding Social Security and deferred compensation from his previous job. The second caller had multiple questions regarding retirement, Social Security and disabled child benefits. In the last part of the show, Jim and Chris discuss chained CPI and its affect on stealth tax...

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Estate Planning Questions

March 3, 2018

Estate Planning Questions

Jim and Chris are joined by estate planning attorneys Peter Scott and Darci Gerdes to discuss emails from listeners involving estate planning and trusts. Since Darcy’s area of expertise is community property, they also discuss what happens when you move from a community property state to a non community property state. Jim and Chris also answer a question from a caller regarding the two...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.