Miscellaneous Social Security Questions: Q&A #2041

October 10, 2020

Miscellaneous Social Security Questions: Q&A #2041

Chris tries to get caught up while Jim is out of the office and answers miscellaneous Social Security questions.

(3:00) A listener has a question about whether or not a 401A plan is the same as a DCP plan.

(12:05) A listener from Alabama has a couple of questions regarding his father-in-law’s Social Security benefit.

(18:00) A Californian couple asks a question about their disabled son’s SSI benefit and how it impacts his Social Security benefit.

(22:45) Georgette from Kentucky has a question about the best Social Security claiming date for her and her husband.

(31:40) George from California voices his concerns with waiting until 70 to claim his Social Security benefit.

(45:45) A Pennsylvanian listener has a comment about a mistake that Social Security made when trying to correct his wife’s earnings record.


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.