Q&A: Pension Options, Roth Conversions, Social Security

November 10, 2018

This week Jim and Chris discuss a listener’s question about ways of dealing with his State of Kentucky pension now that he’s working for the State of Ohio. The guys also answer a Louisiana listener’s question about Roth Conversions.

Four listeners (from Florida, Michigan, Tennessee, and Texas) had Social Security questions this week, including repaying benefits after withdrawing an application, will working while receiving SS increase payments upon full retirement, and more.

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.