Pension Lump-Sum Benefit

March 5, 2016

Pension Lump-Sum Benefit

Jim and Chris answer listeners’ email questions during this show including: if your pension has a lump-sum payment option, how can you calculate what that payment would be? Regarding Social Security, if an individual filed and suspended their benefit already, will the new Social Security rules impact him or her? If you have multiple IRAs, what are important things to consider if you want to consolidate them? And… why haven’t you seen a 1099 from your IRA yet?

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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.