Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

May 2, 2020

Child-In-Care Benefits, Annuity Questions, and More: Q&A #2018

Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions.

(12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits.

(16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea.  (See Q&A #2013 to listen to our CPA Bob’s input on this one!)

(38:44) A fellow Coloradoan asks some questions about annuity commissions.

(1:00:09) A listener asks about the impact of the SECURE Act on existing annuities.

(1:05:55) A Kentucky listener asks some CARES Act questions in regards to withdrawing from his traditional IRA.

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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.