Ed Slott Conference Review, Social Security, and FPDA Discussion

June 2, 2018

Jim summarizes some of what was discussed during the Ed Slott conference he attended last month.  Jim and Chris also discuss an email from a North Dakota Social Security Blog listener regarding alternatives to the old “file and suspend” strategy that is no longer available.  Chris clarifies some of the rules on claiming spousal and survivor benefits while responding to this email.  Jim then continues answering a question from a prior podcast regarding Flexible Premium Deferred Annuities, touching on longevity protection and principle protection, and how the payments are determined.

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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.