Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

July 25, 2020

Social Security, CARES Act, and Monte Carlo Analysis: Q&A #2030

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.

 

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

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.