Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

July 9, 2022

Social Security, Inherited IRAs, and Buffered ETFs: Q&A #2228

Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs.

(12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit.

(23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age.

(30:00) George from Tennessee looks for opinions on a dilemma surrounding an inherited IRA.

(52:45) A listener from Kentucky looks for thoughts on buffered large cap ETFs.

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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.