Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

September 21, 2019

Legacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936

Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream.

6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon.

18:44 An email question from a Connecticut listener about Social Security benefits rules.

29:38 An Alabama listener wonders if you can use a SEP to make backdoor Roth contributions.

37:56 A listener asks if stock dividends can be used for secure income to cover your minimum dignity floor.

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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.