Social Security, Inheritance, and MDF Coverage: Q&A #2129

July 17, 2021

Social Security, Inheritance, and MDF Coverage: Q&A #2129

Jim and Chris sit down to discuss listeners questions relating to Social Security, leaving a guaranteed inheritance, and minimum dignity floor (MDF) coverage.

(11:00) A Floridian listener looks for clarification on currently collecting Social Security disability benefits and delaying his normal benefit to age 70.

(17:45) A listener from Illinois asks about the possibility of his wife’s Social Security benefit getting potentially decreased due to an early retirement.

(28:00) George from New York looks for advice on leaving a guaranteed inheritance to his four children and the various options available.

(38:00) A listener from Florida asks a question about the secure income needed for covering their minimum dignity floor (MDF).

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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.