Ed Slott Conference Review, Social Security, and FPDA Discussion

June 2, 2018

Ed Slott Conference Review, Social Security, and FPDA Discussion

Jim summarizes some of what was discussed during the Ed Slott conference he attended last month.  Jim and Chris also discuss an email from a North Dakota Social Security Blog listener regarding alternatives to the old “file and suspend” strategy that is no longer available.  Chris clarifies some of the rules on claiming spousal and survivor benefits while responding to this email.  Jim then continues answering a question from a prior podcast regarding Flexible Premium Deferred Annuities, touching on longevity protection and principle protection, and how the payments are determined.

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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.