Complexity of Retirement Planning

August 29, 2015

Over the course of a week, Jim, Chris and Justin all found errors in nationally produced materials that are used to help with retirement planning. Justin found a mistake in Social Security-related software regarding non-covered earnings. Chris noticed an error in a Social Security publication about the Windfall Elimination Provision, and Jim found the software from a prominent Retirement Planning software company had been incorrectly handling RMDs with annuity income within an IRA. The point being, if the Social Security Administration and two national retirement planning companies can’t get it right, how does anyone else stand a chance?

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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.