Q&A: 401k Strategies, Earnings Test

December 22, 2018

Join Jim and Chris as they answer questions regarding 401k strategies and working while receiving Social Security.

This week a Minnesota listener asks whether they should rollover their 401k with a previous employer and another listener wonders how to get the best tax rate on 401k withdrawals.

Also, a Missouri listener ponders self-employment in retirement and a Wisconsin listener looks for some clarity on avoiding the Earnings Test benefit reduction.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.