Claiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935

September 14, 2019

This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement.

9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits.

17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan.

45:01 An Indiana listener hopes to retire in his 50’s and wonders about tax diversification and Roth Conversion laddering.

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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.