Q&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more

April 27, 2019

Q&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more

Jim and Chris address numerous topics on this weeks Q&A show.  Questions come from multiple States and span topics such as Net Unrealized Appreciation (NUA) when someone retires younger than 59 1/2, how to use Life Insurance to supplement a pension, Medicare and travel, canceling a Social Security application, and your first year Required Minimum Distribution (RMD).

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.