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.

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.