Disappearing Social Security Claiming Strategies

November 7, 2015

Buried inside the Budget Bill that was passed by both the House and Senate, and signed into law by the President on Monday November 2nd, were provisions that change the rules regarding claiming your Social Security benefits.  Jim and Chris discuss some of the Social Security claiming strategies that will be disappearing with the new Budget Bill. They also discuss how Social Security benefits are taxed and give a quick reminder that it is Roth Conversion season.

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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.