Annuities, Pensions, and Social Security: Q&A #2422

June 1, 2024

Annuities, Pensions, and Social Security: Q&A #2422

June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities.

(21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement.

(49:00) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement.

(57:45) Georgette owns a variable annuity within her IRA and wonders when she should annuitize it in retirement.

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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.