Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

September 12, 2020

Social Security, Private Lending, Income Annuities, and Asset Management: Q&A #2037

Jim and Chris discuss a few questions on Social Security, Private Lending, Income Annuities, Asset Management, and more.

(4:05) A listener would like to know more about how to calculate Social Security survivor benefits.

(20:50) George and Georgette from Georgia ask a question about private lending from retirement accounts.

(41:35) A listener wants advice on which type of income annuity he should purchase.

(1:05:20) George from Kentucky asks a question about moving his father’s assets from one company to another.

Podcast: Play in new window | Download (Duration: 1:29:38 — 40.5MB)

Subscribe: RSS

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

© 2024, Jim Saulnier & Associates All rights reserved.

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.