Social Security and Other Retirement Questions

August 20, 2016

Jim and Chris catch up on a number of email questions from listeners including:
What happens to a Social Security benefit after the beneficiary dies?
If you work past your Full Retirement Age, will this impact your Primary Insurance Amount (PIA)?
If you retire and move out of the country, will you still owe taxes to the US?
How many people manage their own assets and do you need a financial planner?

This show mentions Qualified Longevity Annuity Contracts (QLAC) which are fixed insurance products. QLACs are offered for sale through Jim Saulnier and Associates LLC. Cambridge does not offer fixed insurance products.

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.