Q&A: Roth DIA, Roth Conversions, and More SS Benefits

March 2, 2019

Q&A: Roth DIA, Roth Conversions, and More SS Benefits

Does a Deferred-Income Annuity (DIA) held in a Roth accomplish the same thing as a QLAC?

Join Jim and Chris as they answer listener questions, including this one from Indiana.

More questions addressed this week include Roth Conversion concerns from a New York listener and a couple Social Security Benefits queries from Arizona and Tennessee listeners.

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.