Multiple Retirement Planning Topics

December 5, 2015

Multiple Retirement Planning Topics

This week, Jim, Chris and Peter had a number of listeners call and email questions on multiple retirement planning topics including: how do the new Social Security rules work regarding the File-and-Suspend strategy? How could a 78 year old widow invest a few thousand dollars? What’s up with the MyRA accounts? How difficult are Roth recharacterizations? And how does the Windfall Elimination Provision (WEP) impact a person with both Social Security and PERA?

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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.