Home »
Podcasts » Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030
Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030
July 25, 2020
Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis.
(8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age.
(16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is more than her current benefit.
(27:15) A listener would like clarification about Constructive Receipt and the 60 Day Rollover Rule.
(51:00) George from North Carolina advocates for why the Monte Carlo analysis can be reassuring during the planning process.
Podcast: Play in new window | Download (Duration: 1:19:33 — 35.5MB)
Subscribe: Apple Podcasts |
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
© 2018 Jim Saulnier, LLC. All rights reserved.
Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.