Government Pensions & Social Security, Fun Money Buckets, and SS Potential Changes in 2035: Q&A #2009

February 29, 2020

Government Pensions & Social Security, Fun Money Buckets, and SS Potential Changes in 2035: Q&A #2009

Today Jim and Chris discuss how government pensions affect Social Security benefits, how they calculate fun money bucket sums, and the projected potential change in Social Security funds in 2035.

(8:10) A Coloradoan asks about how WEP might affect his wife’s Social Security benefits due to her PERA account.

(16:15) Georgette wonders how Jim and Chris generate the large sums that would be spent in a fun money bucket, especially if those funds aren’t available to someone immediately.

(52:05) A Georgia listener would like recommendations on how to overcome the potential shortcoming of Social Security’s projected lack of funds in 2035.

 

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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.