Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

March 18, 2023

Social Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311

Jim and Chris sit down to discuss listener’s questions relating to Social Security, Ed Slott, Roth 401(k)’s, and buffered investments.

(8:15) George from California looks for clarification on the affects/timing of Social Security inflationary credits for his wife.

(14:30) A listener asks a quick question about if she can claim a spousal Social Security benefit or not.

(18:45) Jim addresses and corrects an error made on the last EDU #2311 show regarding the Ed Slott exam.

(28:30) A listener from Singapore wonders if he can contribute foreign income excluded from US taxation into a Roth 401(k).

(36:45) A listener asks about the loss of dividend within the buffered investment options that Jim and Chris discussed on a previous show.

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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.