Social Security Widow’s Benefit

April 9, 2016

Social Security Widow’s Benefit

Jim Chris and Peter answer listener’s questions including: How can you best transition from receiving a Social Security widow’s benefit to one’s own retirement benefit? How do the new changes in Social Security affect survivor’s benefits?  And what needs to be in place for an estate to take an income tax deduction for a substantial charitable gift left in a will?

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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.