Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

March 14, 2020

Covering the Minimum Dignity Floor, Preparing for a SS Asset Cap, and the Pro Rata Rule: Q&A #2011

In today’s episode, listeners have sent Jim and Chris questions about covering the minimum dignity floor, preparing for a possible Social Security asset cap, and the pro-rata rule.

(4:20) A Texan asks how Jim and Chris would plan for covering the minimum dignity floor when considering inflation.

(18:55) A listener from New Jersey would like to discuss the probability of an asset cap limit on Social Security benefits and how to handle such a possibility.

(34:43) “George” from the Silver State asks a question about the pro-rata rule regarding a specific scenario.

 

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.