Forgotten Form 8606

May 12, 2018

What happens if you forget to file your Form 8606? Jim and Chris answer this question and a couple of others. A listener in CA wants to know what you can do if you disagree with the benefit amount that the Social Security Administration calculates for you. And a DE listener wants to know if you can collect missed survivor benefits if someone in the SS office never told you that you were eligible. Plus, Jim gives a recap of what he learned at the Retirement Income Summit regarding how to project retiree spending.

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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.