Question on Annuities

March 24, 2018

Jim and Chris answered a question from a caller in VA who wanted to know if switching annuities was a good idea. They also answered an email from a financial advisor in NV who wanted to know how to learn more about Social Security. A listener in MS sent in another question regarding Social Security.  (Thanks to those listeners, Chris also got to add two more stars to the map!) And… how much do you know about required minimum distributions? Jim and Chris give a quiz on RMDs. Listen in and see how you do!

 

Podcast: Play in new window | Download (Duration: 2:04:33 — 57.0MB)

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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.