Social Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040

October 3, 2020

Social Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040

Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts.

(6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits.

(13:45) Georgette from California asks a question about which date she should file for Social Security benefits.

(29:35) George from Illinois asks about Mega Backdoor Roth conversions strategies.

(51:20) Georgette from California wants to know what considerations to think about when timing the purchase of Qualified Longevity Annuity Contracts (QLACs)?

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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.