Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

November 2, 2019

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage.

(18:15) A listener from Georgia asks how specific the 10-year rule is.

(23:45) A Floridian asks how annuities are affected if a stretch IRA goes away.

(33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a Roth conversion.

(50:40) An Illinois listener wonders how remarriage might affect his SS benefits.

Podcast: Play in new window | Download (Duration: 1:08:13 — 31.2MB)

Subscribe: Apple Podcasts | RSS

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

© 2018 Jim Saulnier, LLC. All rights reserved.

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.