Social Security, IRAs, and Book Recommendations : Q&A #2106

February 6, 2021

Social Security, IRAs, and Book Recommendations : Q&A #2106

Jim and Chris sit down to answer listeners’ question regarding Social Security, IRAs, and give a couple financial book recommendations.

(2:40) A local Coloradoan is referred to Jim from a colleague in Fort Collins to answer a Social Security question.

(13:00) George from West Virginia looks for clarification on spousal Social Security benefits and how they are calculated.

(18:50) A listener asks for advice on whether to save into a Roth 401k and do backdoor Roth conversions or to continue saving into a traditional IRA and 401k plan.

(25:45) A returning listener provides clarification on a previously asked question and looks for answers about WEP and GPO.

(31:00) Georgina from Texas asks for the best time to start taking survivor benefits from Social Security.

(57:30) A Californian listener asks for the best book recommendations concerning retirement and financial planning.

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.