Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

May 23, 2020

Excess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021

Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs.  They also further discuss the best states to retire in after receiving an insightful comment by a listener.

(4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers.

(13:09) A listener has some comments about a previous podcast episode about the best states to retire in.

(20:39) A listener has some questions about her trust and beneficiaries.

(37:10) Georgette from Maryland has some questions regarding QLACs and would like some recommendations on some insurance companies from which she can purchase one.

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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.