Q&A On IRAs and Social Security

September 9, 2017

Jim, Chris and Justin answer questions from listeners all over the US. A listener from Utah in his 50s wanted to know if he and his wife should continue contributing to thier pre-tax retirement accounts or if they would be better off converting to a Roth account. A listener from TN asked a question regarding Social Security spousal benefits and the 8% delayed retirement credit. A question on Social Security child in care spousal benefits came in from a listener in MN. And, ‘George’ from WY wanted to know how converting a portion of a traditional IRA to a Roth IRA could impact his ACA subsidy.

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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.