CARES Act, Monte Carlo, FERS, and IRMAA: Q&A #2017

April 25, 2020

CARES Act, Monte Carlo, FERS, and IRMAA: Q&A #2017

Jim calls in from his kitchen today to discuss with Chris some considerations about the CARES Act, a clarification on the Monte Carlo analysis, and some questions about FERS and IRMA.

(5:41) Jim brought up a listener’s question to the Ed Slott group concerning COVID-related withdrawals that are allowed with the CARES Act.

(36:20) Chris clarifies some information about the Monte Carlo analysis.

(40:15) A Virginian references a past podcast episode and has some follow-up questions about FERS and the Federal Employee Health Benefit.  He also asks about the possibility of “step-up in basis” provisions in the tax code going away.

(53:30) Two Texans ask similar questions, both about the Income Related Monthly Adjustment amount (IRMA).

 

 

Podcast: Play in new window | Download (Duration: 1:17:01 — 35.3MB)

Subscribe: Apple Podcasts | RSS

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

© 2018 Jim Saulnier, LLC. All rights reserved.

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.