Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

March 14, 2020

Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule.

(4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation.

(18:55) A listener from New Jersey would like to discuss the probability of an asset cap limit on Social Security benefits and how to handle such a possibility.

(34:43) “George” from the Silver State asks a question about the pro-rata rule regarding a specific scenario.

 

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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.